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JPMorgan SmartRetirement® Blend 2030 R5 JRBBX

Analyst rating as of
NAV / 1-Day Return
26.79  /  1.02 %
Total Assets
2.5 Bil
Adj. Expense Ratio
0.290%
Expense Ratio
0.290%
Fee Level
Below Average
Longest Manager Tenure
9.42 years
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.56%
Turnover
94%

Morningstar’s Analysis

Analyst rating as of .

Update to Ceasing Coverage Notice Period

Our analysts assign Silver ratings to strategies that they have high conviction will outperform a relevant index, or most peers, over a market cycle.

Update to Ceasing Coverage Notice Period

Senior Analyst

Analyst Note

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On Oct. 19, 2021, we published a dropping coverage note for this strategy. We have extended the notice period and anticipate dropping this strategy on or around April 17, 2022.