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JPMorgan SmartRetirement Blend 2040 Fund

JOBEX:US
NASDAQ GM
22.79
USD
0.06
0.26%
As of 9:29 AM EDT 9/25/2017
Fund Type
Fund of Funds
52Wk Range
19.41 - 22.91
1 Yr Return
15.39%
YTD Return
13.60%
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Previous Close
22.85
52Wk Range
19.41 - 22.91
1 Yr Return
14.60%
YTD Return
13.60%
Fund Type
Fund of Funds
Objective
Target 2036-2040
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 09/25/2017)
22.79
Total Assets (m USD) (on 09/26/2017)
368.845
Inception Date
08/31/2012
Last Dividend (on 06/30/2017)
0.1264
Dividend Indicated Gross Yield
2.22%
Fund Managers
JEFFREY A GELLER / MICHAEL SCHOENHAUT
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.25%
Expense Ratio
0.54%

Top Fund Holdings

Profile
JPMorgan SmartRetirement Blend 2040 Fund is an open-end fund incorporated in the USA. The Fund seeks total return with a shift to current income and some capital appreciation over time as the Fund approaches and passes the target retirement date. The Fund is a "fund of funds" that provides exposure to a variety of asset classes.
Address
JP Morgan Funds
270 Park Avenue
22nd Floor
New York, NY 10017
Phone
1-800-480-4111