We published an Analyst Note dated Oct. 15, 2021, that indicated that we plan to drop coverage of this fund. That note was published in error. We intend to maintain coverage of this strategy.
JPMorgan SmartRetirement® 2030 C JSMCX
NAV / 1-Day Return
17.68
/
0.06
%
Total Assets
5.3 Bil
Adj. Expense Ratio
1.420%
Expense Ratio
1.420%
Fee Level
Average
Longest Manager Tenure
14.12
years
Category
Target-Date 2030
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.77%
Turnover
38%
Morningstar’s Fund Analysis JSMCX
Will JSMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JSMCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JSMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JSMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Correction
