JIJSX : JPMorgan SmartRetirement® Blend Income Fund Class I

JIJSX is a Allocation Market Target-Date with MODERATE fees.

JIJSX

JPMorgan SmartRetirement® Blend Income Fund Class I

FI Score

63 /100

Expense Ratio Rating

7 /10

Expense Rating

7 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

63% FI Score
  • jijsx
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® Blend Income Fund Class I

Expenses: 0.27% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Fund Summary

The investment seeks current income and some capital appreciation. The fund is a "fund of funds" that invests in other mutual funds and exchange traded funds (ETFs) within the same group of investment companies and also invests in market cap weighted index ETFs that are managed by unaffiliated investment advisers. It is generally intended for investors who are retired or about to retire soon and designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.

Largest Holdings

Amount Holding
19.03% JPMorgan Core Bond R6
14.32% JPMorgan Short Duration Core Plus R6
13.93% JPMorgan Equity Index R6
9.44% iShares Core MSCI EAFE ETF
7.32% JPMorgan Inflation Managed Bond R6
7.07% JPMorgan US Aggregate Bond ETF
7.07% JPMorgan High Yield R6
2.94% iShares Core MSCI Emerging Markets ETF
1.94% JPMorgan Emerging Markets Debt R6
1.79% JPMorgan Emerging Markets Strat Dbt R6
1.77% JPMorgan Income R6
1.76% iShares Russell Mid-Cap ETF
1.64% JPMorgan BetaBuilders MSCI US REIT ETF
1.23% JPMorgan Corporate Bond R6
1.20% JPMorgan Floating Rate Income R6
0.94% iShares Russell 2000 ETF
0.09% JPMorgan Managed Income L

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