C
JPMorgan SmartRetirement® Blend 2055 Fund Class R4 JTTLX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings JTTLX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info JTTLX-NASDAQ Click to
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Provider JPMorgan
Manager/Tenure (Years) Jeffrey A. Geller (12), Daniel Oldroyd (12), Silvia Trillo (6), 2 others
Website http://https://www.jpmorganfunds.com
Fund Information JTTLX-NASDAQ Click to
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Fund Name JPMorgan SmartRetirement® Blend 2055 Fund Class R4
Category Target-Date 2055
Sub-Category Target Date
Prospectus Objective Asset Allocation
Inception Date May 31, 2017
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares JTTLX-NASDAQ Click to
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Dividend Yield 1.99%
Dividend JTTLX-NASDAQ Click to
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Dividend Yield (Forward) 2.23%
Asset Allocation JTTLX-NASDAQ Click to
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Cash 3.54%
Stock 88.77%
U.S. Stock 57.73%
Non-U.S. Stock 31.04%
Bond 7.60%
U.S. Bond 6.63%
Non-U.S. Bond 0.97%
Preferred 0.02%
Convertible 0.00%
Other Net 0.06%
Price History JTTLX-NASDAQ Click to
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7-Day Total Return 2.65%
30-Day Total Return 1.15%
60-Day Total Return -0.47%
90-Day Total Return -1.56%
Year to Date Total Return 1.43%
1-Year Total Return 10.38%
2-Year Total Return 30.62%
3-Year Total Return 30.19%
5-Year Total Return 80.15%
Price JTTLX-NASDAQ Click to
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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 JTTLX-NASDAQ Click to
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Nav $33.25
1-Month Low NAV $29.16
1-Month High NAV $33.25
52-Week Low NAV $29.16
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $34.76
52-Week High Price (Date) Dec 06, 2024
Beta / Standard Deviation JTTLX-NASDAQ Click to
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Beta 0.97
Standard Deviation 14.99
Balance Sheet JTTLX-NASDAQ Click to
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Total Assets 1.16B
Operating Ratios JTTLX-NASDAQ Click to
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Expense Ratio 0.42%
Turnover Ratio 11.00%
Performance JTTLX-NASDAQ Click to
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Last Bull Market Total Return 14.55%
Last Bear Market Total Return -14.27%