JPMorgan SmartRetirement® Blend 2055 Fund

U.S. News evaluated 48 Target Date 2051+ Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all JPMorgan funds

See full Target Date 2051+ rankings

See more fund rankings

Performance

The fund has returned 20.34 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.2%
1 Year 20.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more JTBBX performance

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 2055 (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 Below Average compared to funds in the same category.
JPMorgan SmartRetirement® Blend 2055 Fund has an expense ratio of 0.25 percent.

See more JTBBX fees

Risk

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

See more JTBBX risk

Target Date 2051+ Funds

Highest Returns (10-year)

See More Funds