4 / 5 Stars
3 3 4 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 44 Target Date 2011-2015 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 10.38 percent over the past year, 8.09 percent over the past three years, and 12.67 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||9.0%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||12.7%|
|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 expecting to retire around the year 2015 (target retirement date). It is designed to provide exposure to a variety of asset classes through investments in underlying funds, and over time the fund's asset allocation strategy will change.
Fees are High compared to funds in the same category.
JPMorgan SmartRetirement® 2015 Fund has an expense ratio of 0.53 percent.
Risk is Average compared to funds in the same category according to Morningstar.