4 / 5 Stars
4 4 1 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 45 Target Date 2036-2040 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 24.14 percent over the past year, 12.81 percent over the past three years, and 4.41 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||9.6%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||4.4%|
|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 2040 (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® 2040 Fund has an expense ratio of 0.94 percent.
Risk is Average compared to funds in the same category according to Morningstar.