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.
Will SMTZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMTZX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SMTZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SMTZX’s parent organization’s priorities and whether they’re in line with investors’ interests.