Skip to Content

JPMorgan SmartRetirement® 2020 C JTTCX

Analyst rating as of
NAV / 1-Day Return
18.31  /  0.38 %
Total Assets
4.0 Bil
Adj. Expense Ratio
1.400%
Expense Ratio
1.400%
Fee Level
Below Average
Longest Manager Tenure
12.68 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.46%
Turnover
45%
Premium

Morningstar’s Analysis

Will JTTCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Forging ahead, with a meaningful departure in the rearview.

Summary

| |

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.

Unlock our full analysis with Morningstar Premium