JPMorgan SmartRetirement® Blend 2035 Fund Class R4
JPTKX
NASDAQ
| Weiss Ratings | JPTKX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JPTKX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Daniel Oldroyd (13), Ove Fladberg (4), Anshul Mohan (2) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JPTKX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan SmartRetirement® Blend 2035 Fund Class R4 | |||
| Category | Target-Date 2035 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | May 31, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JPTKX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.84% | |||
| Dividend | JPTKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.85% | |||
| Asset Allocation | JPTKX-NASDAQ | Click to Compare |
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| Cash | 3.89% | |||
| Stock | 65.91% | |||
| U.S. Stock | 41.95% | |||
| Non-U.S. Stock | 23.96% | |||
| Bond | 30.02% | |||
| U.S. Bond | 26.27% | |||
| Non-U.S. Bond | 3.75% | |||
| Preferred | 0.10% | |||
| Convertible | 0.04% | |||
| Other Net | 0.04% | |||
| Price History | JPTKX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.75% | |||
| 30-Day Total Return | -2.36% | |||
| 60-Day Total Return | -2.53% | |||
| 90-Day Total Return | -0.75% | |||
| Year to Date Total Return | -0.18% | |||
| 1-Year Total Return | 19.08% | |||
| 2-Year Total Return | 24.89% | |||
| 3-Year Total Return | 43.46% | |||
| 5-Year Total Return | 37.48% | |||
| Price | JPTKX-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 | JPTKX-NASDAQ | Click to Compare |
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| Nav | $33.00 | |||
| 1-Month Low NAV | $32.10 | |||
| 1-Month High NAV | $33.99 | |||
| 52-Week Low NAV | $26.68 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $34.57 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | JPTKX-NASDAQ | Click to Compare |
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| Beta | 0.80 | |||
| Standard Deviation | 9.47 | |||
| Balance Sheet | JPTKX-NASDAQ | Click to Compare |
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| Total Assets | 3.53B | |||
| Operating Ratios | JPTKX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.42% | |||
| Turnover Ratio | 24.00% | |||
| Performance | JPTKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.79% | |||
| Last Bear Market Total Return | -12.75% | |||