JSSRX : JPMorgan SmartRetirement® Blend 2020 Fund Class I

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

JSSRX

JPMorgan SmartRetirement® Blend 2020 Fund Class I

FI Score

66 /100

Expense Ratio Rating

7 /10

Expense Rating

7 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

66% FI Score
  • jssrx
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® Blend 2020 Fund Class I

Expenses: 0.28% (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 2020 (the target retirement year).

Largest Holdings

Amount Holding
23.75% JPMorgan Core Bond R6
14.18% JPMorgan Equity Index R6
14.13% JPMorgan Short Duration Core Plus R6
10.63% iShares Core MSCI EAFE ETF
6.96% JPMorgan High Yield R6
6.45% JPMorgan Inflation Managed Bond R6
2.85% iShares Core MSCI Emerging Markets ETF
2.02% JPMorgan US Aggregate Bond ETF
1.87% iShares Russell Mid-Cap ETF
1.87% JPMorgan BetaBuilders MSCI US REIT ETF
1.78% JPMorgan Emerging Markets Debt R6
1.77% JPMorgan Emerging Markets Strat Dbt R6
1.47% JPMorgan Income R6
1.34% iShares Russell 2000 ETF
1.23% JPMorgan Corporate Bond R6
0.99% JPMorgan Floating Rate Income R6
0.09% JPMorgan Managed Income L

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo