JPMorgan SmartRetirement® 2030 Fund Class C
JSMCX
NASDAQ
| Weiss Ratings | JSMCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JSMCX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Daniel Oldroyd (15), Ove Fladberg (4), Anshul Mohan (2) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JSMCX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan SmartRetirement® 2030 Fund Class C | |||
| Category | Target-Date 2030 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | May 15, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 500.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | JSMCX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.18% | |||
| Dividend | JSMCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.71% | |||
| Asset Allocation | JSMCX-NASDAQ | Click to Compare |
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| Cash | 3.10% | |||
| Stock | 53.66% | |||
| U.S. Stock | 35.56% | |||
| Non-U.S. Stock | 18.10% | |||
| Bond | 43.04% | |||
| U.S. Bond | 37.62% | |||
| Non-U.S. Bond | 5.42% | |||
| Preferred | 0.07% | |||
| Convertible | 0.02% | |||
| Other Net | 0.11% | |||
| Price History | JSMCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.58% | |||
| 30-Day Total Return | -2.37% | |||
| 60-Day Total Return | -2.62% | |||
| 90-Day Total Return | -1.33% | |||
| Year to Date Total Return | -0.92% | |||
| 1-Year Total Return | 13.67% | |||
| 2-Year Total Return | 17.81% | |||
| 3-Year Total Return | 32.39% | |||
| 5-Year Total Return | 23.48% | |||
| Price | JSMCX-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 | JSMCX-NASDAQ | Click to Compare |
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| Nav | $19.28 | |||
| 1-Month Low NAV | $18.83 | |||
| 1-Month High NAV | $19.83 | |||
| 52-Week Low NAV | $16.85 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.50 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | JSMCX-NASDAQ | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 8.44 | |||
| Balance Sheet | JSMCX-NASDAQ | Click to Compare |
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| Total Assets | 3.45B | |||
| Operating Ratios | JSMCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.35% | |||
| Turnover Ratio | 14.00% | |||
| Performance | JSMCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.66% | |||
| Last Bear Market Total Return | -11.68% | |||