JPMorgan SmartRetirement® 2050 Fund Class R2
JTSZX
NASDAQ
| Weiss Ratings | JTSZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | JTSZX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Jeffrey A. Geller (17), Daniel Oldroyd (15), Ove Fladberg (3), 1 other | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JTSZX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan SmartRetirement® 2050 Fund Class R2 | |||
| Category | Target-Date 2050 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 03, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JTSZX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.41% | |||
| Dividend | JTSZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.88% | |||
| Asset Allocation | JTSZX-NASDAQ | Click to Compare |
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| Cash | 2.78% | |||
| Stock | 89.33% | |||
| U.S. Stock | 59.93% | |||
| Non-U.S. Stock | 29.40% | |||
| Bond | 7.55% | |||
| U.S. Bond | 6.57% | |||
| Non-U.S. Bond | 0.98% | |||
| Preferred | 0.02% | |||
| Convertible | 0.01% | |||
| Other Net | 0.30% | |||
| Price History | JTSZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.29% | |||
| 30-Day Total Return | 2.55% | |||
| 60-Day Total Return | 1.14% | |||
| 90-Day Total Return | 1.38% | |||
| Year to Date Total Return | 16.19% | |||
| 1-Year Total Return | 16.43% | |||
| 2-Year Total Return | 33.17% | |||
| 3-Year Total Return | 58.71% | |||
| 5-Year Total Return | 51.73% | |||
| Price | JTSZX-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 | JTSZX-NASDAQ | Click to Compare |
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| Nav | $24.98 | |||
| 1-Month Low NAV | $24.82 | |||
| 1-Month High NAV | $26.11 | |||
| 52-Week Low NAV | $19.76 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.11 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | JTSZX-NASDAQ | Click to Compare |
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| Beta | 0.95 | |||
| Standard Deviation | 11.38 | |||
| Balance Sheet | JTSZX-NASDAQ | Click to Compare |
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| Total Assets | 3.23B | |||
| Operating Ratios | JTSZX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.14% | |||
| Turnover Ratio | 15.00% | |||
| Performance | JTSZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.49% | |||
| Last Bear Market Total Return | -14.71% | |||