JSRAX : JPMorgan SmartRetirement® Income Fund Class A

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

JSRAX

JPMorgan SmartRetirement® Income Fund Class A

FI Score

69 /100

Expense Ratio Rating

7 /10

Expense Rating

7 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

69% FI Score
  • jsrax
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® Income Fund Class A

Expenses: 0.31% (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 primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors who are retired or about to retire soon. It is 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
26.27% JPMorgan Core Bond R6
14.41% JPMorgan Short Duration Core Plus R6
7.96% JPMorgan Inflation Managed Bond R6
7.70% JPMorgan US Equity R6
7.62% JPMorgan Equity Income R6
6.91% JPMorgan High Yield R6
4.99% JPMorgan International Equity R6
3.42% JPMorgan International Rsrch Enh Eq R6
3.22% JPMorgan Emerging Markets Equity R6
1.93% JPMorgan Emerging Markets Debt R6
1.84% JPMorgan Emerging Markets Strat Dbt R6
1.71% JPMorgan Income R6
1.42% JPMorgan International Advantage R6
1.36% JPMorgan Realty Income R6
1.35% JPMorgan Floating Rate Income R6
1.23% JPMorgan Corporate Bond R6
0.66% JPMorgan Small Cap Equity R6
0.43% JPMorgan BetaBuilders MSCI US REIT ETF
0.40% JPMorgan Small Cap Growth R6
0.34% JPMorgan Small Cap Value R6
0.09% JPMorgan Managed Income L

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