JPTBX : JPMorgan SmartRetirement® Blend 2055 Fund Class I

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

JPTBX

JPMorgan SmartRetirement® Blend 2055 Fund Class I

FI Score

53 /100

Expense Ratio Rating

6 /10

Expense Rating

6 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

53% FI Score
  • jptbx
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® Blend 2055 Fund Class I

Expenses: 0.38% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. 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 expecting to retire around the year 2055 (the target retirement year).

Largest Holdings

Amount Holding
38.88% JPMorgan Equity Index R6
26.85% iShares Core MSCI EAFE ETF
8.69% JPMorgan Emerging Mkts Rsrch Enh Eq R6
5.38% iShares Russell Mid-Cap ETF
4.94% JPMorgan BetaBuilders MSCI US REIT ETF
3.85% JPMorgan Core Plus Bond R6
3.26% iShares Russell 2000 ETF
1.83% JPMorgan High Yield R6
1.45% JPMorgan Core Bond R6
0.44% JPMorgan US Aggregate Bond ETF
0.43% JPMorgan Emerging Markets Debt R6
0.39% JPMorgan Emerging Markets Strat Dbt R6
0.24% JPMorgan Corporate Bond R6
0.06% JPMorgan Managed Income L

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