While its comanagers are still building a track record together, the JPMorgan SmartRetirement series remains a top pick. We reaffirm a Morningstar Analyst Rating of Silver on the cheapest R6 share class and ratings of Bronze and Neutral on pricier share classes.
JPMorgan SmartRetirement® 2030 C JSMCX
NAV / 1-Day Return
21.83
/
0.27
%
Total Assets
6.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.440%
Expense Ratio
1.440%
Fee Level
Average
Longest Manager Tenure
13.09
years
Category
Target-Date 2030
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Low / LimitedStatus
Open
TTM Yield
0.98%
Turnover
51%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Forging ahead, with a meaningful departure in the rearview.
