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JPMorgan SmartRetirement® 2020 R2 JTTZX

Analyst rating as of
NAV / 1-Day Return
18.97  /  0.21 %
Total Assets
3.2 Bil
Adj. Expense Ratio
1.160%
Expense Ratio
1.160%
Fee Level
High
Longest Manager Tenure
13.30 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
1.51%
Turnover
33%
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Morningstar’s Analysis

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Ceasing Coverage of Funds and Strategies per Updated Investment Research Integrity Policy

Senior Analyst

Analyst Note

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Morningstar Research Services recently updated its Investment Research Integrity Policy for the manager research group to exclude from the universe of strategies assigned a Morningstar Analyst Rating for funds all investment strategies that invest more than certain amounts in investments tracking Morningstar Indexes. As a result, analysts will not cover strategies holding Morningstar Index-related investments at or above the following percentages: