We published an Analyst Note dated Oct. 15, 2021, that indicated that we plan to drop coverage of this fund. That note was published in error. We intend to maintain coverage of this strategy.
JPMorgan SmartRetirement® 2045 R5 JSAIX Fund Analysis
Morningstar’s Fund Analysis JSAIX
Will JSAIX 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 JSAIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JSAIX 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 JSAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Correction
