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 2055 R6 JTYBX
NAV / 1-Day Return
27.37
/
0.11
%
Total Assets
691.9 Mil
Adj. Expense Ratio
0.190%
Expense Ratio
0.190%
Fee Level
Low
Longest Manager Tenure
10.12
years
Category
Target-Date 2055
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.82%
Turnover
38%
Morningstar’s Fund Analysis JTYBX
Will JTYBX 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 JTYBX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JTYBX 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 JTYBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An Update to Morningstar’s Research Integrity Policy
