JPMorgan SmartRetirement® 2060 Fund Class R4
JAKQX
NASDAQ
| Weiss Ratings | JAKQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | JAKQX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Daniel Oldroyd (10), Ove Fladberg (4), Anshul Mohan (2) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JAKQX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan SmartRetirement® 2060 Fund Class R4 | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 09, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JAKQX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.80% | |||
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| Dividend Yield (Forward) | 1.68% | |||
| Asset Allocation | JAKQX-NASDAQ | Click to Compare |
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| Cash | 2.15% | |||
| Stock | 89.91% | |||
| U.S. Stock | 60.24% | |||
| Non-U.S. Stock | 29.67% | |||
| Bond | 7.73% | |||
| U.S. Bond | 6.79% | |||
| Non-U.S. Bond | 0.94% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.19% | |||
| Price History | JAKQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.49% | |||
| 30-Day Total Return | -0.83% | |||
| 60-Day Total Return | -0.38% | |||
| 90-Day Total Return | 0.46% | |||
| Year to Date Total Return | 9.80% | |||
| 1-Year Total Return | 11.29% | |||
| 2-Year Total Return | 28.22% | |||
| 3-Year Total Return | 67.80% | |||
| 5-Year Total Return | 53.63% | |||
| Price | JAKQX-NASDAQ | Click to Compare |
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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 | JAKQX-NASDAQ | Click to Compare |
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| Nav | $28.34 | |||
| 1-Month Low NAV | $28.03 | |||
| 1-Month High NAV | $28.84 | |||
| 52-Week Low NAV | $24.59 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $29.15 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JAKQX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 10.85 | |||
| Balance Sheet | JAKQX-NASDAQ | Click to Compare |
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| Total Assets | 866.76M | |||
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| Expense Ratio | 0.64% | |||
| Turnover Ratio | 27.00% | |||
| Performance | JAKQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.71% | |||
| Last Bear Market Total Return | -14.60% | |||