Jpmorgan Smartretirement 2020 Fund Quote
| JTTSX Fund | USD 15.93 0.02 0.13% |
PerformanceInsignificant
| Odds Of DistressLow
|
Jpmorgan Smartretirement is trading at 15.93 as of the 24th of March 2025; that is 0.13 percent down since the beginning of the trading day. The fund's open price was 15.95. 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 2020 . 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 2020
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, JPMorgan (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Jpmorgan Smartretirement 2020 [JTTSX] 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 2020 category and is part of JPMorgan family. This fund currently has accumulated 1.65 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Smartretirement is currently producing year-to-date (YTD) return of 1.59% with the current yeild of 0.04%, while the total return for the last 3 years was 3.81%.
Check Jpmorgan Smartretirement Probability Of Bankruptcy
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 2020 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 2020 Mutual Fund Constituents
| JHYUX | Jpmorgan High Yield | Mutual Fund | High Yield Bond | |
| OIEJX | Jpmorgan Equity Income | Mutual Fund | Large Value | |
| JVAYX | Jpmorgan Value Advantage | Mutual Fund | Large Value | |
| JUEMX | Jpmorgan Equity Fund | Mutual Fund | Large Blend | |
| JSDRX | Jpmorgan Short Duration | Mutual Fund | Short-Term Bond | |
| JNEMX | Jpmorgan International Equity | Mutual Fund | Foreign Large Blend | |
| CBFVX | Jpmorgan Porate Bond | Mutual Fund | Corporate Bond | |
| JGVVX | Jpmorgan Growth Advantage | Mutual Fund | Large Growth |
Jpmorgan Smartretirement Risk Profiles
| Mean Deviation | 0.3356 | |||
| Standard Deviation | 0.4321 | |||
| Variance | 0.1867 | |||
| Risk Adjusted Performance | (0.04) |
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.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Global Correlations Find global opportunities by holding instruments from different markets |