JPMorgan SmartRetirement® Blend 2040 Fund

U.S. News evaluated 51 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.

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Performance

The fund has returned 20.66 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.0%
1 Year 20.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
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 and exchange traded funds (ETFs) that are managed by unaffiliated investment advisers (unaffiliated ETFs) and are generally intended for investors expecting to retire around the year 2040 (the target retirement year). 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® Blend 2040 Fund has an expense ratio of 0.45 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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