JPMorgan SmartRetirement® 2025 Fund Class I JNSSX Strategy

| Medalist Rating as of | See JPMorgan Investment Hub

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.

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
JNSSX
JPMorgan SmartRetirement® 2025 Fund Class IInstitutionalOpen $69.39M0.600%High$1M−$27.69M
JNSAX
JPMorgan SmartRetirement® 2025 Fund Class AFront LoadOpen $317.11M0.790%Average$500−$157.19M
JNSCX
JPMorgan SmartRetirement® 2025 Fund Class CLevel LoadOpen $4.55M1.350%Low$500−$3.04M
JNSIX
JPMorgan SmartRetirement® 2025 Fund Class R5Retirement, LargeOpen $344.18M0.450%Above Average$0−$151.53M
JNSYX
JPMorgan SmartRetirement® 2025 Fund Class R6Retirement, LargeOpen $805.58M0.350%Average$15M−$618.34M
JNSQX
JPMorgan SmartRetirement® 2025 Fund Class R4Retirement, LargeOpen $2.26M0.600%High$0−$426,595.91
JNSZX
JPMorgan SmartRetirement® 2025 Fund Class R2Retirement, MediumOpen $84.80M1.100%High$0−$12.11M
JNSPX
JPMorgan SmartRetirement® 2025 Fund Class R3Retirement, MediumOpen $11.81M0.850%Average$0−$2.39M

Sponsor Center