JPMorgan SmartRetirement® 2035 Fund Class C
SRJCX
NASDAQ
| Weiss Ratings | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan SmartRetirement® 2035 Fund Class C | |||
| Category | Target-Date 2035 | |||
| 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 | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.74% | |||
| Dividend | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.93% | |||
| Asset Allocation | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.98% | |||
| Stock | 66.64% | |||
| U.S. Stock | 44.76% | |||
| Non-U.S. Stock | 21.88% | |||
| Bond | 29.03% | |||
| U.S. Bond | 25.22% | |||
| Non-U.S. Bond | 3.81% | |||
| Preferred | 0.10% | |||
| Convertible | 0.03% | |||
| Other Net | 0.23% | |||
| Price History | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.15% | |||
| 30-Day Total Return | -0.09% | |||
| 60-Day Total Return | 0.41% | |||
| 90-Day Total Return | 3.59% | |||
| Year to Date Total Return | 13.57% | |||
| 1-Year Total Return | 9.94% | |||
| 2-Year Total Return | 30.98% | |||
| 3-Year Total Return | 40.98% | |||
| 5-Year Total Return | 39.95% | |||
| Price | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $21.92 | |||
| 1-Month Low NAV | $21.33 | |||
| 1-Month High NAV | $22.06 | |||
| 52-Week Low NAV | $17.74 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.15 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.82 | |||
| Standard Deviation | 9.80 | |||
| Balance Sheet | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 4.25B | |||
| Operating Ratios | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.39% | |||
| Turnover Ratio | 17.00% | |||
| Performance | SRJCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.75% | |||
| Last Bear Market Total Return | -13.07% | |||