JPMorgan SmartRetirement® Income Fund

Scorecard
3 / 5 Stars
Lipper
5 5 5 3 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 60 Retirement Income Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 7.57 percent over the past year, 6.07 percent over the past three years, and 11.89 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 7.6%
3 Years (Annualized) 6.1%
5 Years (Annualized) 11.9%
10 Years (Annualized) N/A

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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 Average compared to funds in the same category.
JPMorgan SmartRetirement® Income Fund has an expense ratio of 0.17 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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