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Morningstar

JPMorgan SmartRetirement® 2030 R5 JSMIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See JPMorgan Investment Hub

Morningstar’s Analysis JSMIX

Will JSMIX 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 JSMIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the JSMIX 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 JSMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Greg Carlson
Rated on Published on

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