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JPMorgan SmartRetirement 2030 A (JSMAX)

18.76
-0.20
(-1.05%)
At close: 6:29:45 PM EDT
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  • Previous Close 18.96
  • YTD Return 0.38%
  • Expense Ratio 0.79%
  • Category Target-Date 2030
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.03B
  • Beta (5Y Monthly) 0.96
  • Yield 2.98%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.56
  • Inception Date May 15, 2006

The fund is generally intended for investors who retired on or around the year 2030 (the target retirement year). Prior to reaching the target retirement year, the fund sought risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approached and passed the target retirement year.

JPMorgan

Fund Family

Target-Date 2030

Fund Category

4.03B

Net Assets

2006-05-15

Inception Date

More about JPMorgan SmartRetirement 2030 A

Performance Overview: JSMAX

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Trailing returns as of 5/20/2025. Category is Target-Date 2030.

YTD Return

JSMAX
0.38%
Category
7.97%
 

1-Year Return

JSMAX
8.41%
Category
25.53%
 

3-Year Return

JSMAX
6.28%
Category
11.28%
 

5-Year Return

JSMAX
7.66%
Category
10.98%
 

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JNSAX JPMorgan SmartRetirement 2025 A
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SRJAX JPMorgan SmartRetirement 2035 A
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JSRAX JPMorgan SmartRetirement Income A
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JTSAX JPMorgan SmartRetirement 2050 A
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JSAAX JPMorgan SmartRetirement 2045 A
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JFFAX JPMorgan SmartRetirement 2055 Fund
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JUEAX JPMorgan US Equity A
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OGGAX JPMorgan Government Bond A
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NTIAX Columbia Mid Cap Index Fund
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JAKAX JPMorgan SmartRetirement 2060 A
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PSOAX JPMorgan Small Cap Value A
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JTUAX JPMorgan US Small Company A
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JSEAX JPMorgan International Equity A
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Holdings: JSMAX

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Sector Weightings

SectorJSMAX
Technology   22.12%
Financial Services   17.84%
Consumer Cyclical   12.32%
Industrials   11.19%
Healthcare   10.90%
Communication Services   6.24%
Consumer Defensive   4.82%
Energy   4.16%
Real Estate   3.89%
Utilities   3.38%
Basic Materials   3.13%
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Recent News: JSMAX

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Research Reports: JSMAX

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