JPMorgan SmartRetirement® 2035 Fund Class R2
SRJZX
NASDAQ
| Weiss Ratings | SRJZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SRJZX-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 | SRJZX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan SmartRetirement® 2035 Fund Class R2 | |||
| Category | Target-Date 2035 | |||
| 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 | SRJZX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.17% | |||
| Dividend | SRJZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.73% | |||
| Asset Allocation | SRJZX-NASDAQ | Click to Compare |
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| Cash | 3.50% | |||
| Stock | 66.02% | |||
| U.S. Stock | 43.46% | |||
| Non-U.S. Stock | 22.56% | |||
| Bond | 30.19% | |||
| U.S. Bond | 26.32% | |||
| Non-U.S. Bond | 3.87% | |||
| Preferred | 0.11% | |||
| Convertible | 0.04% | |||
| Other Net | 0.14% | |||
| Price History | SRJZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.69% | |||
| 30-Day Total Return | -2.64% | |||
| 60-Day Total Return | -2.96% | |||
| 90-Day Total Return | -1.54% | |||
| Year to Date Total Return | -1.03% | |||
| 1-Year Total Return | 15.89% | |||
| 2-Year Total Return | 20.07% | |||
| 3-Year Total Return | 38.97% | |||
| 5-Year Total Return | 30.79% | |||
| Price | SRJZX-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 | SRJZX-NASDAQ | Click to Compare |
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| Nav | $20.98 | |||
| 1-Month Low NAV | $20.43 | |||
| 1-Month High NAV | $21.66 | |||
| 52-Week Low NAV | $17.90 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.41 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | SRJZX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 9.32 | |||
| Balance Sheet | SRJZX-NASDAQ | Click to Compare |
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| Total Assets | 3.22B | |||
| Operating Ratios | SRJZX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.14% | |||
| Turnover Ratio | 17.00% | |||
| Performance | SRJZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.91% | |||
| Last Bear Market Total Return | -13.05% | |||