JSMSX : JPMorgan SmartRetirement® 2030 Fund Class I

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

JSMSX

JPMorgan SmartRetirement® 2030 Fund Class I

FI Score

78 /100

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

78% FI Score
  • jsmsx
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® 2030 Fund Class I

Expenses: 0.22% (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 primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors expecting to retire around the year 2030 (target retirement date). It is designed to provide exposure to a variety of asset classes through investments in underlying funds, and over time the fund's asset allocation strategy will change.

Largest Holdings

Amount Holding
18.09% JPMorgan Core Bond R6
14.55% JPMorgan Equity Income R6
13.71% JPMorgan US Equity R6
10.10% JPMorgan Short Duration Core Plus R6
9.60% JPMorgan International Equity R6
6.59% JPMorgan International Rsrch Enh Eq R6
6.33% JPMorgan Emerging Markets Equity R6
4.09% JPMorgan High Yield R6
2.73% JPMorgan International Advantage R6
2.67% JPMorgan Realty Income R6
1.28% JPMorgan Small Cap Equity R6
1.24% JPMorgan Emerging Markets Strat Dbt R6
1.21% JPMorgan Emerging Markets Debt R6
0.85% JPMorgan Corporate Bond R6
0.85% JPMorgan BetaBuilders MSCI US REIT ETF
0.76% JPMorgan Small Cap Growth R6
0.51% JPMorgan Income R6
0.50% JPMorgan Small Cap Value R6
0.09% JPMorgan Managed Income L

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