On Oct. 19, 2021, we published a dropping coverage note for this strategy that anticipated dropping coverage on or about Jan. 23, 2022. We subsequently published a note on Oct. 22, 2021, that extended the notice period to an anticipated dropping coverage date of April 17, 2022.
JPMorgan SmartRetirement® Blend 2020 R6 JSYRX
NAV / 1-Day Return
19.34
/
0.05
%
Total Assets
1.1 Bil
Adj. Expense Ratio
0.190%
Expense Ratio
0.190%
Fee Level
Low
Longest Manager Tenure
10.12
years
Category
Target-Date 2020
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
—Status
Open
TTM Yield
1.42%
Turnover
127%
Morningstar’s Fund Analysis JSYRX
Will JSYRX 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 JSYRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JSYRX 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 JSYRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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