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JPMorgan SmartRetirement 2020 R2 (JTTZX)

On Feb 9: 13.02 USD  Up 0.11 (0.85%)  
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JPMORGAN SMART RETIREMENT 2020 Delayed quote dataEdit
Net Asset Value: 13.02
Trade Time: Feb 9
Change: Up 0.11 (0.85%)
Prev Close: 13.02
YTD Return*: -2.38%
Net Assets*: 210.00K
Yield*: 2.25%
* As of 31-Jan-10
JPMorgan SmartRetirement 2020 R2 (JTTZX)
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HEADLINES
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 210.00K
Category: Target Date 2016-2020
Total Expense Ratio: 1.27%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -2.38%
5y Avg Return: N/A
Rank in Category (ytd): 144
% Rank in Category (ytd): 64.57%
Beta (3y): 1.20
Morningstar Risk Rating:
Performance Details - Risk Details

FUND SUMMARY
The investment seeks total return with a shift to current income and some capital appreciation. The fund is a fund of funds that invests assets in a combination of equity, fixed-income and short-term mutual funds in the same group of investment companies. The advisor uses an asset allocation strategy designed for investors expecting to retire around the year 2020.Generally, the adviser may change the fund?s asset allocation on at least an annual basis with the asset allocation becoming more conservative (i.e., more emphasis on fixed income funds and less on U.S. equity and other funds) as the fund nears the target retirement date.
Fund Profile


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