3 / 5 Stars
5 4 3 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#9 in Target Date 2016-2020
U.S. News evaluated 52 Target Date 2016-2020 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 12.18 percent over the past year, 8.18 percent over the past three years, and 16.94 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||N/A|
The investment seeks high 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 2020 (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 Low compared to funds in the same category.
JPMorgan SmartRetirement® 2020 Fund has an expense ratio of 0.28 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.