SRJCX : JPMorgan SmartRetirement® 2035 Fund Class C

SRJCX is a Allocation Market Target-Date with HIGH fees.

SRJCX

JPMorgan SmartRetirement® 2035 Fund Class C

FI Score

43 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

43% FI Score
  • srjcx
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® 2035 Fund Class C

Expenses: 0.97% (Better than 0% of similar funds)

This is a bad 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 2035 (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
14.36% JPMorgan Core Plus Bond R6
11.05% JPMorgan Value Advantage R6
9.57% JPMorgan US Equity R6
8.96% JPMorgan International Focus R6
8.44% JPMorgan Growth Advantage R6
8.33% JPMorgan International Rsrch Enh Eq R6
7.40% JPMorgan Emerging Mkts Rsrch Enh Eq R6
7.38% JPMorgan US Research Enhanced Equity R6
4.77% JPMorgan Core Bond R6
4.76% JPMorgan International Advantage R6
3.22% JPMorgan High Yield R6
3.13% JPMorgan Realty Income R6
1.01% JPMorgan Emerging Markets Strat Dbt R6
0.99% JPMorgan BetaBuilders MSCI US REIT ETF
0.92% JPMorgan Small Cap Equity R6
0.85% JPMorgan Corporate Bond R6
0.81% JPMorgan Emerging Markets Debt R6
0.43% JPMorgan Small Cap Growth R6
0.40% JPMorgan Small Cap Value R6
0.06% 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