JPMorgan SmartRetirement® Blend 2060 Fund Class R6
JAAYX
NASDAQ
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | JAAYX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Jeffrey A. Geller (8), Daniel Oldroyd (8), Ove Fladberg (3), 1 other | |||
| Website | http://https://www.jpmorganfunds.com | |||
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| 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 | -- | |||
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| Dividend Yield | 2.04% | |||
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| Dividend Yield (Forward) | 2.17% | |||
| Asset Allocation | JAAYX-NASDAQ | Click to Compare |
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| Cash | 2.75% | |||
| Stock | 89.65% | |||
| U.S. Stock | 58.38% | |||
| Non-U.S. Stock | 31.27% | |||
| Bond | 7.49% | |||
| U.S. Bond | 6.55% | |||
| Non-U.S. Bond | 0.94% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.08% | |||
| Price History | JAAYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.56% | |||
| 30-Day Total Return | 2.52% | |||
| 60-Day Total Return | 4.73% | |||
| 90-Day Total Return | 8.78% | |||
| Year to Date Total Return | 14.00% | |||
| 1-Year Total Return | 15.21% | |||
| 2-Year Total Return | 38.81% | |||
| 3-Year Total Return | 53.85% | |||
| 5-Year Total Return | 68.96% | |||
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| 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 |
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| Nav | $29.22 | |||
| 1-Month Low NAV | $27.94 | |||
| 1-Month High NAV | $29.23 | |||
| 52-Week Low NAV | $22.84 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $29.23 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | JAAYX-NASDAQ | Click to Compare |
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| Beta | 0.97 | |||
| Standard Deviation | 13.98 | |||
| Balance Sheet | JAAYX-NASDAQ | Click to Compare |
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| Total Assets | 755.03M | |||
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| Expense Ratio | 0.17% | |||
| Turnover Ratio | 9.00% | |||
| Performance | JAAYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.73% | |||
| Last Bear Market Total Return | -14.17% | |||