JPMorgan SmartRetirement® 2025 Fund

Scorecard
4 / 5 Stars
Lipper
4 4 2 2 4
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 47 Target Date 2021-2025 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 16.61 percent over the past year, 9.65 percent over the past three years, and 13.96 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.1%
1 Year 16.6%
3 Years (Annualized) 9.6%
5 Years (Annualized) 14.0%
10 Years (Annualized) N/A

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Summary

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 2025 (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

Fees are Above Average compared to funds in the same category.
JPMorgan SmartRetirement® 2025 Fund has an expense ratio of 0.54 percent.

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Risk

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

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