JPMorgan SmartRetirement® Blend 2060 Fund Class R6
JAAYX
NASDAQ
| Weiss Ratings | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Daniel Oldroyd (10), Ove Fladberg (4), Anshul Mohan (2) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan SmartRetirement® Blend 2060 Fund Class R6 | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 31, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.00% | |||
| Dividend | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.82% | |||
| Asset Allocation | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.20% | |||
| Stock | 90.09% | |||
| U.S. Stock | 58.75% | |||
| Non-U.S. Stock | 31.34% | |||
| Bond | 7.64% | |||
| U.S. Bond | 6.71% | |||
| Non-U.S. Bond | 0.93% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.04% | |||
| Price History | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.67% | |||
| 30-Day Total Return | -1.45% | |||
| 60-Day Total Return | 2.07% | |||
| 90-Day Total Return | 0.41% | |||
| Year to Date Total Return | 12.64% | |||
| 1-Year Total Return | 16.42% | |||
| 2-Year Total Return | 34.73% | |||
| 3-Year Total Return | 67.34% | |||
| 5-Year Total Return | 59.60% | |||
| Price | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $33.94 | |||
| 1-Month Low NAV | $33.66 | |||
| 1-Month High NAV | $34.56 | |||
| 52-Week Low NAV | $28.97 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $34.76 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.91 | |||
| Standard Deviation | 11.46 | |||
| Balance Sheet | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.15B | |||
| Operating Ratios | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.17% | |||
| Turnover Ratio | 10.00% | |||
| Performance | JAAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 26.70% | |||
| Last Bear Market Total Return | -14.17% | |||