Jpmorgan Smartretirement 2020 Fund Quote

JTTAX Fund  USD 15.87  0.04  0.25%   

Performance

Insignificant

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Jpmorgan Smartretirement is trading at 15.87 as of the 25th of March 2025; that is 0.25% up since the beginning of the trading day. The fund's open price was 15.83. Jpmorgan Smartretirement has about a 21 % 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 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
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. Jpmorgan Smartretirement is traded on NASDAQ Exchange in the United States. More on Jpmorgan Smartretirement 2020

Moving together with Jpmorgan Mutual Fund

  0.78SRJIX Jpmorgan SmartretirementPairCorr
  0.78SRJQX Jpmorgan SmartretirementPairCorr
  0.77SRJPX Jpmorgan SmartretirementPairCorr
  0.78SRJSX Jpmorgan SmartretirementPairCorr
  0.78SRJYX Jpmorgan SmartretirementPairCorr
  0.77SRJZX Jpmorgan SmartretirementPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, JPMorgan (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Jpmorgan Smartretirement 2020 [JTTAX] is traded in USA and was established 25th of March 2025. Jpmorgan Smartretirement is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2020 category and is part of JPMorgan family. This fund currently has accumulated 1.65 B in assets under management (AUM) with minimum initial investment of 500. Jpmorgan Smartretirement is currently producing year-to-date (YTD) return of 1.54% with the current yeild of 0.04%, while the total return for the last 3 years was 3.65%.
Check Jpmorgan Smartretirement Probability Of Bankruptcy

Instrument Allocation

Top Jpmorgan Smartretirement 2020 Mutual Fund Constituents

OIEJXJpmorgan Equity IncomeMutual FundLarge Value
JVAYXJpmorgan Value AdvantageMutual FundLarge Value
JUEMXJpmorgan Equity FundMutual FundLarge Blend
JSDRXJpmorgan Short DurationMutual FundShort-Term Bond
JNEMXJpmorgan International EquityMutual FundForeign Large Blend
CBFVXJpmorgan Porate BondMutual FundCorporate Bond
JHYUXJpmorgan High YieldMutual FundHigh Yield Bond
JGVVXJpmorgan Growth AdvantageMutual FundLarge Growth
More Details

Jpmorgan Smartretirement Risk Profiles

Jpmorgan Smartretirement Against Markets

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.
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Commodity Directory
Find actively traded commodities issued by global exchanges
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities