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Morningstar

JPMorgan SmartRetirement® 2050 R6 JTSYX

Morningstar Medalist Rating
Medalist Rating as of | See JPMorgan Investment Hub
  • NAV / 1-Day Return 18.35  /  0.70 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.420%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.71%
  • Turnover 42%

USD | NAV as of May 31, 2023 | 1-Day Return as of May 31, 2023, 11:03 PM GMT+0

Morningstar’s Analysis JTSYX

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

People Pillar

The People Pillar is our evaluation of the JTSYX 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 JTSYX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JTSYX

More JTSYX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 0
  • Bond Holdings 1
  • Other Holdings 21
  • % Assets in Top 10 Holdings 90.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan International Rsrch Enh Eq ETF

16.43
422,857,508
—

JPMorgan Value Advantage R6

13.46
346,305,269
—

JPMorgan Growth Advantage R6

13.37
344,151,817
—

JPMorgan US Research Enhanced Equity R6

12.80
329,379,963
—

JPMorgan US Equity R6

12.72
327,231,314
—

JPMorgan International Equity R6

8.80
226,459,209
—

JPMorgan Core Plus Bond R6

3.56
91,661,523
—

JPMorgan BetaBuilders US Mid Cap Eq ETF

3.25
83,748,523
—

JPMorgan Emerging Mkts Rsrch Enh Eq R6

3.02
77,836,107
—

JPMorgan ActiveBuilders EM Eq ETF

2.59
66,643,935
—