JPMorgan SmartRetirement Blend 2040 R4 (JNTNX)
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JPMorgan SmartRetirement Blend 2040 R4
Columbus OH 43240
1111 Polaris Parkway, Ste. 2-j
JPMorgan Trust I
Management Information
,Lead Manager since February 11, 2019
Silvia Trillo, managing director, is a portfolio manager on the SmartRetirement and SmartSpending port-folios in Multi-Asset Solutions. She was previously the head of the Multi-Asset Solutions Manager Research team. In this role she managed the team, drove the research agenda and focused research and analysis efforts on a wide variety of strategies across J.P. Morgan Asset Management. Prior to joining Multi-Asset Solutions in 2011, Silvia was a Director of Manager Research for Chase Investment Services, where she oversaw the manager due diligence process across all advisory Chase Investment products, as well as the integrated post-merger, legacy Bank One, and Washington Mutual advisory platforms. Silvia also served as portfolio manager for the Chase Strategic Portfolios; a multi-asset/multi-manager Unified Managed Account platform; and has experience working within the Private Bank across product manage-ment, product development and manager due diligence. Silvia holds a Bachelor of Arts in Political Science from Rutgers University and an MBA (Finance & Accounting concentration) from Tulane University.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryTarget-Date 2040
Fund FamilyJPMorgan
Net Assets2.5B
YTD Return6.14%
Yield2.01%
Morningstar Rating★★
Inception DateMay 30, 2017
Fund Operations
Last Dividend0.60
Last Cap Gain10.00
Holdings Turnover22.00%
Average for CategoryN/A
Fees & Expenses
ExpenseJNTNXCategory Average
Annual Report Expense Ratio (net)0.69%0.45%
Prospectus Net Expense Ratio0.69%N/A
Prospectus Gross Expense Ratio0.88%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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