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JPMorgan SmartRetirement® 2045 I JSASX Fund Analysis

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Morningstar’s Analysis JSASX

Will JSASX 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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