JPMorgan SmartRetirement® 2060 Fund Class R2
JAKZX
NASDAQ
| Weiss Ratings | JAKZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | JAKZX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Daniel Oldroyd (10), Ove Fladberg (4), Anshul Mohan (3) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JAKZX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan SmartRetirement® 2060 Fund Class R2 | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JAKZX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.43% | |||
| Dividend | JAKZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.70% | |||
| Asset Allocation | JAKZX-NASDAQ | Click to Compare |
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| Cash | 2.81% | |||
| Stock | 89.23% | |||
| U.S. Stock | 59.72% | |||
| Non-U.S. Stock | 29.51% | |||
| Bond | 7.75% | |||
| U.S. Bond | 6.82% | |||
| Non-U.S. Bond | 0.93% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.18% | |||
| Price History | JAKZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.93% | |||
| 30-Day Total Return | -1.78% | |||
| 60-Day Total Return | -3.47% | |||
| 90-Day Total Return | -3.54% | |||
| Year to Date Total Return | 7.45% | |||
| 1-Year Total Return | 9.36% | |||
| 2-Year Total Return | 25.68% | |||
| 3-Year Total Return | 57.12% | |||
| 5-Year Total Return | 38.91% | |||
| Price | JAKZX-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 | JAKZX-NASDAQ | Click to Compare |
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| Nav | $27.52 | |||
| 1-Month Low NAV | $27.48 | |||
| 1-Month High NAV | $28.28 | |||
| 52-Week Low NAV | $24.37 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $28.84 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JAKZX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 10.73 | |||
| Balance Sheet | JAKZX-NASDAQ | Click to Compare |
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| Total Assets | 853.46M | |||
| Operating Ratios | JAKZX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.14% | |||
| Turnover Ratio | 27.00% | |||
| Performance | JAKZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.19% | |||
| Last Bear Market Total Return | -14.67% | |||