JPMorgan SmartRetirement® Blend 2055 Fund Class R2
JTRBX
NASDAQ
| Weiss Ratings | JTRBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | JTRBX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Jeffrey A. Geller (13), Daniel Oldroyd (13), Silvia Trillo (6), 2 others | |||
| Website | http://https://www.jpmorganfunds.com | |||
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| Fund Name | JPMorgan SmartRetirement® Blend 2055 Fund Class R2 | |||
| Category | Target-Date 2055 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jul 02, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
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| Dividend Yield | 1.40% | |||
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| Dividend Yield (Forward) | 2.20% | |||
| Asset Allocation | JTRBX-NASDAQ | Click to Compare |
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| Cash | 2.77% | |||
| Stock | 90.03% | |||
| U.S. Stock | 58.80% | |||
| Non-U.S. Stock | 31.23% | |||
| Bond | 7.09% | |||
| U.S. Bond | 6.20% | |||
| Non-U.S. Bond | 0.89% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.07% | |||
| Price History | JTRBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.25% | |||
| 30-Day Total Return | 3.87% | |||
| 60-Day Total Return | 4.38% | |||
| 90-Day Total Return | 15.26% | |||
| Year to Date Total Return | 9.57% | |||
| 1-Year Total Return | 12.96% | |||
| 2-Year Total Return | 29.05% | |||
| 3-Year Total Return | 47.36% | |||
| 5-Year Total Return | 66.77% | |||
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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 | JTRBX-NASDAQ | Click to Compare |
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| Nav | $35.94 | |||
| 1-Month Low NAV | $34.46 | |||
| 1-Month High NAV | $36.03 | |||
| 52-Week Low NAV | $29.13 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $36.03 | |||
| 52-Week High Price (Date) | Jul 10, 2025 | |||
| Beta / Standard Deviation | JTRBX-NASDAQ | Click to Compare |
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| Beta | 0.97 | |||
| Standard Deviation | 14.36 | |||
| Balance Sheet | JTRBX-NASDAQ | Click to Compare |
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| Total Assets | 1.27B | |||
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| Expense Ratio | 0.92% | |||
| Turnover Ratio | 11.00% | |||
| Performance | JTRBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.20% | |||
| Last Bear Market Total Return | -14.35% | |||