On Oct. 19, 2021, we published a dropping coverage note for this strategy that anticipated dropping coverage on or about Jan. 23, 2022. We subsequently published a note on Oct. 22, 2021, that extended the notice period to an anticipated dropping coverage date of April 17, 2022.
JPMorgan SmartRetirement® Blend 2030 R5 JRBBX
Morningstar’s Analysis
Will JRBBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JRBBX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JRBBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JRBBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An Update to Morningstar’s Research Integrity Policy
