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JPMorgan SmartRetirement® 2045 C JSACX

Medalist Rating as of | See JPMorgan Investment Hub
  • NAV / 1-Day Return 18.01  /  0.06 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.420%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.74%
  • Turnover 40%

Morningstar’s Analysis JSACX

Will JSACX outperform in future?

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

A solid series in many respects, but our confidence has taken a hit.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

The JPMorgan SmartRetirement mutual fund series boasts clear advantages with a well-resourced target-date team and thoughtful retirement research that impacts the series' glide path, such as the recent integration of its SmartSpending retirement-income approach. But an extended period of stumbles on the tactical allocation front amid market volatility tempers our confidence to a degree, driving a downgrade of some share classes' Morningstar Analyst Ratings. The two cheapest share classes earn Bronze ratings while the other six earn Neutrals.

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Portfolio Holdings JSACX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1
  • Other Holdings 21
  • % Assets in Top 10 Holdings 89.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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