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Jpmorgan Smartretirement® Income Fund Class R2 (JSIZX)

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15.93 +0.02    +0.13%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 46.77M
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Other
JPMorgan SmartRetirement Income R2 15.93 +0.02 +0.13%

JSIZX Overview

 
Find basic information about the Jpmorgan Smartretirement® Income Fund Class R2 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add JSIZX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4812A41955)
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Rating
1-Year Change10.49%
Prev. Close15.91
Risk Rating
TTM Yield2.68%
ROE25.12%
IssuerJPMorgan
Turnover7%
ROA9.44%
Inception Date39755
Total Assets46.77M
Expenses0.75%
Min. InvestmentN/A
Market Cap95.69B
CategoryTarget - Date Retirement
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1015 1056 1101 1016 1202 1406
Fund Return 1.5% 5.63% 10.12% 0.52% 3.75% 3.47%
Place in category 6 19 43 88 78 44
% in Category 2 9 22 62 64 57

Top Other Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Hedged Equity Select 16.86B 16.27 8.02 8.45
  JPMorgan Hedged Equity Fund Class 6 2.4B 16.56 8.29 8.72
  JPMorgan Hedged Equity A 1.48B 16.04 7.75 8.18
  JPMorgan SmartRetirement Blend Inc6 715.14M 8.14 1.66 4.50
  JPMorgan Hedged Equity Fund Class C 572.39M 15.58 7.21 7.64

Top Funds for Target-Date Retirement Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Target Retirement Income I 35.62B 6.32 1.07 4.21
  The Vanguard Target Retire Inc Trus 22.43B 6.37 1.09 4.26
  The Vanguard Target Retire Incm Tru 22.43B 6.37 1.08 4.25
  Vanguard Target Retire Trust Plus I 22.43B 6.37 1.10 4.27
  BlackRock LifePath Index Retire K 11.07B 7.09 0.58 4.78

Top Holdings

Name ISIN Weight % Last Change %
JPMorgan Core Bond R6 - 31.04 - -
JPMorgan Core Plus Bond R6 - 10.47 - -
JPMorgan US Research Enhanced Equity R6 - 9.37 - -
JPMorgan US Equity R6 - 9.32 - -
JPMorgan High Yield R6 - 7.64 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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