| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 62 Retirement Income Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 11.03 percent over the past year, 8.33 percent over the past three years, and 5.61 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 3.5% |
| 1 Year | 11.0% |
| 3 Years (Annualized) | 8.3% |
| 5 Years (Annualized) | 5.6% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks current income and some capital appreciation. The fund is a "fund of funds" that invests in other J.P. Morgan funds (underlying funds), and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.
Fees
Fees are Low compared to funds in the same category.
JPMorgan SmartRetirement® Income Fund has an expense ratio of 0.02 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
