Jpmorgan Smartretirement® 2065 Fund Class C
JSMHX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
Beta
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7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
JPMorgan
Manager/Tenure
(Years)
(Years)
Ove Fladberg (2), Jeffrey A. Geller (2), Daniel Oldroyd (2), 2 others
Address
JPMorgan
New York NY - 10017-2070
New York NY - 10017-2070
Country
United States
Phone Number
800-480-4111
Investment Strategy
The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2065 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.