JPMorgan SmartRetirement® 2050 Fund Class C
JTSCX
NASDAQ
| Weiss Ratings | JTSCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JTSCX-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 | JTSCX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan SmartRetirement® 2050 Fund Class C | |||
| Category | Target-Date 2050 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jul 31, 2007 | |||
| 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 | JTSCX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.30% | |||
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| Dividend Yield (Forward) | 1.73% | |||
| Asset Allocation | JTSCX-NASDAQ | Click to Compare |
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| Cash | 2.99% | |||
| Stock | 89.16% | |||
| U.S. Stock | 58.60% | |||
| Non-U.S. Stock | 30.56% | |||
| Bond | 7.62% | |||
| U.S. Bond | 6.66% | |||
| Non-U.S. Bond | 0.96% | |||
| Preferred | 0.05% | |||
| Convertible | 0.01% | |||
| Other Net | 0.17% | |||
| Price History | JTSCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.99% | |||
| 30-Day Total Return | -3.21% | |||
| 60-Day Total Return | -3.95% | |||
| 90-Day Total Return | -2.23% | |||
| Year to Date Total Return | -1.51% | |||
| 1-Year Total Return | 19.42% | |||
| 2-Year Total Return | 22.21% | |||
| 3-Year Total Return | 46.30% | |||
| 5-Year Total Return | 37.88% | |||
| Price | JTSCX-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 | JTSCX-NASDAQ | Click to Compare |
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| Nav | $24.07 | |||
| 1-Month Low NAV | $23.25 | |||
| 1-Month High NAV | $25.05 | |||
| 52-Week Low NAV | $19.45 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $25.66 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | JTSCX-NASDAQ | Click to Compare |
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| Beta | 0.93 | |||
| Standard Deviation | 10.95 | |||
| Balance Sheet | JTSCX-NASDAQ | Click to Compare |
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| Total Assets | 2.59B | |||
| Operating Ratios | JTSCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.39% | |||
| Turnover Ratio | 15.00% | |||
| Performance | JTSCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.35% | |||
| Last Bear Market Total Return | -14.77% | |||