Jpmorgan Smartretirement Blend Fund Quote

JOBEX Fund  USD 32.55  0.04  0.12%   

Performance

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Odds Of Distress

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Jpmorgan Smartretirement* is trading at 32.55 as of the 17th of February 2025; that is 0.12 percent up since the beginning of the trading day. The fund's open price was 32.51. Jpmorgan Smartretirement* has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 17th of February 2025. Click here to learn more.
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. JPMorgan SmartRetirement is traded on NASDAQ Exchange in the United States. More on Jpmorgan Smartretirement Blend

Moving together with Jpmorgan Mutual Fund

  0.83SRJIX Jpmorgan SmartretirementPairCorr
  0.83SRJQX Jpmorgan SmartretirementPairCorr
  0.82SRJPX Jpmorgan SmartretirementPairCorr
  0.83SRJSX Jpmorgan SmartretirementPairCorr
  0.84SRJYX Jpmorgan SmartretirementPairCorr
  0.82SRJZX Jpmorgan SmartretirementPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, JPMorgan (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Jpmorgan Smartretirement Blend [JOBEX] is traded in USA and was established 17th of February 2025. Jpmorgan Smartretirement* is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of JPMorgan family. This fund currently has accumulated 2.17 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Smartretirement* is currently producing year-to-date (YTD) return of 4.33% with the current yeild of 0.02%, while the total return for the last 3 years was 7.01%.
Check Jpmorgan Smartretirement* Probability Of Bankruptcy

Instrument Allocation

Top Jpmorgan Smartretirement Blend Mutual Fund Constituents

SCHHSchwab REIT ETFEtfReal Estate
IEMGiShares Core MSCIEtfDiversified Emerging Mkts
JMGIXJpmorgan Managed IncomeMutual FundUltrashort Bond
JCBUXJpmorgan E BondMutual FundIntermediate Core Bond
OGFAXJpmorgan Equity IndexMutual FundLarge Blend
JVALJPMorgan Value FactorEtfLarge Value
JHYUXJpmorgan High YieldMutual FundHigh Yield Bond
JEMWXJpmorgan Emerging MarketsMutual FundDiversified Emerging Mkts
More Details

Jpmorgan Smartretirement* Risk Profiles

Jpmorgan Smartretirement* Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Smartretirement* financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Smartretirement* security.
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