Jpmorgan Smartretirement 2030 Fund Quote

JSMSX Fund  USD 18.62  0.03  0.16%   

Performance

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Odds Of Distress

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Jpmorgan Smartretirement is trading at 18.62 as of the 5th of May 2025; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 18.65. Jpmorgan Smartretirement has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 4th of February 2025 and ending today, the 5th of May 2025. Click here to learn more.
The fund is a fund of funds that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors expecting to retire around the year 2030 . Jpmorgan Smartretirement is traded on NASDAQ Exchange in the United States. More on Jpmorgan Smartretirement 2030

Moving together with Jpmorgan Mutual Fund

  0.99VTHRX Vanguard Target RetiPairCorr
  0.99AAETX American Funds 2030PairCorr
  0.99CCETX American Funds 2030PairCorr
  0.99FAETX American Funds 2030PairCorr
  0.99FSNQX Fidelity Freedom 2030PairCorr
  0.99FFFEX Fidelity Freedom 2030PairCorr

Moving against Jpmorgan Mutual Fund

  0.95UIPIX Ultrashort Mid CapPairCorr
  0.89USPSX Profunds UltrashortPairCorr
  0.89USPIX Profunds UltrashortPairCorr
  0.45TDKTX Cleartrack 2015 ClassPairCorr
  0.4ANBIX Ab Bond InflationPairCorr
  0.39KAGAX Kensington Dynamic GrowthPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationTarget-Date 2030, JPMorgan (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Jpmorgan Smartretirement 2030 [JSMSX] is traded in USA and was established 5th of May 2025. The fund is listed under Target-Date 2030 category and is part of JPMorgan family. This fund currently has accumulated 4.53 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Smartretirement is currently producing year-to-date (YTD) return of 1.63% with the current yeild of 0.03%, while the total return for the last 3 years was 6.95%.
Check Jpmorgan Smartretirement Probability Of Bankruptcy

Instrument Allocation

Top Jpmorgan Smartretirement 2030 Mutual Fund Constituents

JHYUXJpmorgan High YieldMutual FundHigh Yield Bond
OIEJXJpmorgan Equity IncomeMutual FundLarge Value
JVAYXJpmorgan Value AdvantageMutual FundLarge Value
JUEMXJpmorgan Equity FundMutual FundLarge Blend
JNEMXJpmorgan International EquityMutual FundForeign Large Blend
BBMCJPMorgan BetaBuilders MidEtfMid-Cap Blend
JGVVXJpmorgan Growth AdvantageMutual FundLarge Growth
JEMWXJpmorgan Emerging MarketsMutual FundDiversified Emerging Mkts
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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.
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