4 / 5 Stars
4 4 5 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 38 Target Date 2000-2010 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 10.90 percent over the past year, 8.36 percent over the past three years, and 4.88 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||3.5%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||N/A|
The investment 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 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 are Low compared to funds in the same category.
JPMorgan SmartRetirement® 2010 Fund has an expense ratio of 0.18 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.