Jpmorgan Smartretirement is trading at 18.59 as of the 24th of March 2025; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 18.63. Jpmorgan Smartretirement has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund is generally intended for investors who retired on or around the year 2030 . Prior to reaching the target retirement year, the fund sought risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approached and passed the target retirement year.. More on Jpmorgan Smartretirement 2030
Jpmorgan Smartretirement 2030 [JSMSX] is traded in USA and was established 24th of March 2025. Jpmorgan Smartretirement is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2030 category and is part of JPMorgan family. This fund currently has accumulated 4.53 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Smartretirement is currently producing year-to-date (YTD) return of 1.31% with the current yeild of 0.03%, while the total return for the last 3 years was 4.8%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Smartretirement 2030 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Smartretirement 2030 Mutual Fund Constituents
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Smartretirement financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Smartretirement security.
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