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JPMorgan SmartRetirement® Blend 2040 R6 JOBYX

Analyst rating as of
NAV / 1-Day Return
24.65  /  0.36 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.290%
Expense Ratio
0.290%
Fee Level
Low
Longest Manager Tenure
8.11 years
Category
US Fund Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.84%
Turnover
18%
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Morningstar’s Analysis

Will JOBYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The series adjusts to a big departure.

Summary

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An impending manager retirement results in a downgrade to some share classes of the JPMorgan SmartRetirement Blend target-date series. This series is less costly than its active sibling, so the cheapest R6 share class keeps its Morningstar Analyst Rating of Gold, but the ratings of pricier share classes range from Silver to Neutral depending on their fee disadvantage.

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