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JPMorgan SmartRetirement Blend 2050 Fund Class R4 (JNTPX)

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30.85-0.26 (-0.84%)
At close: 08:00PM EST

JPMorgan SmartRetirement Blend 2050 Fund Class R4

JPMorgan Trust I

1111 Polaris Parkway, Ste. 2-j

Columbus OH 43240

Management Information
Silvia Trillo,Lead Manager since February 11, 2019
Ms. Trillo, Managing Director, has been an employee of J.P. Morgan Investment Management Inc. and a member of Multi-Asset Solutions since 2011 and a portfolio manager of the Fund since 2019.
Morningstar Style Box
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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 2050
Fund FamilyJPMorgan
Net Assets1.29B
YTD Return12.33%
Morningstar Rating★★
Inception DateMay 30, 2017

Fund Operations

Last Dividend0.15
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseJNTPXCategory Average
Annual Report Expense Ratio (net)0.44%0.46%
Prospectus Net Expense Ratio0.44%N/A
Prospectus Gross Expense Ratio0.69%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection196N/A
5 Yr Expense Projection359N/A
10 Yr Expense Projection835N/A