Morningstar

JPMorgan SmartRetirement® 2050 Fund Class A JTSAX

Medalist Rating as of Sep 29, 2026 See JPMorgan Investment Hub

Strategy

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2050 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JTSSX	JPMorgan SmartRetirement® 2050 Fund Class I	Institutional	Open			Jul 31, 2007	$138.92M	0.640%	Above Average	$1M	−$36.95M
JTSAX	JPMorgan SmartRetirement® 2050 Fund Class A	Front Load	Open			Jul 31, 2007	$388.34M	0.830%	Average	$500	−$123.50M
JTSCX	JPMorgan SmartRetirement® 2050 Fund Class C	Level Load	Open			Jul 31, 2007	$7.79M	1.390%	Below Average	$500	−$1.45M
JTSIX	JPMorgan SmartRetirement® 2050 Fund Class R5	Retirement, Large	Open			Jul 31, 2007	$757.31M	0.490%	Above Average	$0	−$70.56M
JTSYX	JPMorgan SmartRetirement® 2050 Fund Class R6	Retirement, Large	Open			Nov 3, 2014	$1.21B	0.390%	Below Average	$15M	−$592.44M
JTSQX	JPMorgan SmartRetirement® 2050 Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$17.32M	0.640%	High	$0	$2.62M
JTSZX	JPMorgan SmartRetirement® 2050 Fund Class R2	Retirement, Medium	Open			Nov 3, 2008	$138.96M	1.140%	High	$0	−$4.36M
JTSPX	JPMorgan SmartRetirement® 2050 Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$14.76M	0.890%	Below Average	$0	−$4.90M

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