JIBBX – JPMorgan SmartRetirement® Blend Inc R5 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks current income and some capital appreciation. The fund is a "fund of funds" that invests in other mutual funds and exchange traded funds (ETFs) within the same group of investment companies and also invests in passive ETFs that are managed by unaffiliated investment advisers. It is generally intended for investors who are retired or about to retire soon. The fund is designed to provide exposure to a variety of asset classes through investments in underlying funds, securities and other financial instruments, with an emphasis on fixed income investments over equity investments and other investments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JIJSX	JPMorgan SmartRetirement® Blend Income Fund Class I	Institutional	Open			Jul 2, 2012	$925,157.00	0.420%	Above Average	$1M	−$230,900.66
JIBBX	JPMorgan SmartRetirement® Blend Income Fund Class R5	Retirement, Large	Open			Jul 2, 2012	$20.26M	0.270%	Below Average	$0	$2.26M
JIYBX	JPMorgan SmartRetirement® Blend Income Fund Class R6	Retirement, Large	Open			Jul 2, 2012	$1.55B	0.170%	Low	$5M	−$79.06M
JITKX	JPMorgan SmartRetirement® Blend Income Fund Class R4	Retirement, Large	Open			May 31, 2017	$62.51M	0.420%	Above Average	$0	$27.19M
JIRBX	JPMorgan SmartRetirement® Blend Income Fund Class R2	Retirement, Medium	Open			Jul 2, 2012	$69,534.00	0.920%	Below Average	$0	−$131,119.61
JITLX	JPMorgan SmartRetirement® Blend Income Fund Class R3	Retirement, Medium	Open			May 31, 2017	$2.68M	0.670%	Low	$0	−$465,083.40

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