JPMorgan SmartRetirement® 2025 Fund Class R5 JNSIX Strategy
Strategy
The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who retired on or around the year 2025 (the target retirement year). Prior to reaching the target retirement year, the fund sought risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approached and passed the target retirement year.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
JNSSX
| JPMorgan SmartRetirement® 2025 Fund Class I | Institutional | Open | $69.39M | 0.600% | High | $1M | −$27.69M | |||
JNSAX
| JPMorgan SmartRetirement® 2025 Fund Class A | Front Load | Open | $317.11M | 0.790% | Average | $500 | −$157.19M | |||
JNSCX
| JPMorgan SmartRetirement® 2025 Fund Class C | Level Load | Open | $4.55M | 1.350% | Low | $500 | −$3.04M | |||
JNSIX
| JPMorgan SmartRetirement® 2025 Fund Class R5 | Retirement, Large | Open | $344.18M | 0.450% | Above Average | $0 | −$151.53M | |||
JNSYX
| JPMorgan SmartRetirement® 2025 Fund Class R6 | Retirement, Large | Open | $805.58M | 0.350% | Average | $15M | −$618.34M | |||
JNSQX
| JPMorgan SmartRetirement® 2025 Fund Class R4 | Retirement, Large | Open | $2.26M | 0.600% | High | $0 | −$426,595.91 | |||
JNSZX
| JPMorgan SmartRetirement® 2025 Fund Class R2 | Retirement, Medium | Open | $84.80M | 1.100% | High | $0 | −$12.11M | |||
JNSPX
| JPMorgan SmartRetirement® 2025 Fund Class R3 | Retirement, Medium | Open | $11.81M | 0.850% | Average | $0 | −$2.39M |