Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend 2020 R6 (JSYRX)

20.23
+0.06
+(0.30%)
At close: May 2 at 8:01:25 PM EDT
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  • Previous Close 20.17
  • YTD Return 1.24%
  • Expense Ratio 0.17%
  • Category Target-Date 2020
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 858.48M
  • Beta (5Y Monthly) 0.77
  • Yield 3.57%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.19
  • Inception Date Jul 2, 2012

The fund is generally intended for investors who retired on or around the year 2020 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.

JPMorgan

Fund Family

Target-Date 2020

Fund Category

858.48M

Net Assets

2012-07-02

Inception Date

More about JPMorgan SmartRetirement Blend 2020 R6

Performance Overview: JSYRX

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Trailing returns as of 4/25/2025. Category is Target-Date 2020.

YTD Return

JSYRX
1.24%
Category
5.78%
 

1-Year Return

JSYRX
6.37%
Category
18.91%
 

3-Year Return

JSYRX
3.86%
Category
9.48%
 

5-Year Return

JSYRX
6.66%
Category
8.82%
 

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JTTYX JPMorgan SmartRetirement 2020 R6
15.53
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JGSMX JPMorgan Small Cap Growth Fund
20.28
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JTTAX JPMorgan SmartRetirement 2020 A
15.44
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MVCKX MFS Mid Cap Value R6
30.78
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JNSAX JPMorgan SmartRetirement 2025 A
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Holdings: JSYRX

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Sector Weightings

SectorJSYRX
Technology   22.89%
Financial Services   16.96%
Consumer Cyclical   11.40%
Industrials   10.85%
Healthcare   10.33%
Communication Services   7.78%
Consumer Defensive   5.81%
Real Estate   4.62%
Energy   3.46%
Basic Materials   3.35%
Utilities   2.57%
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Recent News: JSYRX

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Research Reports: JSYRX

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Top Mutual Funds

FGPMX Franklin Gold and Precious Metals R6
31.00
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FKRCX Franklin Gold and Precious Metals A
27.75
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FRGOX Franklin Gold and Precious Metals C
23.86
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FGADX Franklin Gold and Precious Metals Adv
30.48
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INIIX VanEck International Investors Gold I
22.47
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INIYX VanEck International Investors Gold Y
16.44
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INIVX VanEck International Investors Gold A
15.83
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USERX U.S. Global Investors Gold & Precious Metals Fund
16.98
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FEGIX First Eagle Gold I
37.58
+2.26%
 
FEURX First Eagle Gold R6
37.69
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MOWNX Moerus Worldwide Value N
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MOWIX Moerus Worldwide Value Institutional
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BCSVX Brown Capital Management International Small Company Fund
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BCSFX Brown Capital Management International Small Company Fund
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FAUFX Fidelity Advisor Utilities Fund
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FSUTX Fidelity Select Utilities
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FUGCX Fidelity Advisor Utilities C
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FIKIX Fidelity Advisor Utilities Z
46.10
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FUGAX Fidelity Advisor Utilities A
44.88
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FUGIX Fidelity Advisor Utilities I
46.11
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PRUQX PGIM Jennison Utility R6
15.45
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HGASX Hennessy Gas Utility Institutional
28.55
+1.03%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
18.80
+1.02%
 
VLPIX Virtus Duff & Phelps Sel MLP & Engy I
16.11
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VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.27
+0.99%
 
COBYX The Cook & Bynum
17.31
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FMGIX Frontier MFG Core Infrastructure Instl
16.35
+0.93%
 
FNARX Fidelity Natural Resources Fund
44.45
+0.89%
 
ISCAX Federated Hermes Intl Small-Mid Co A
46.42
+0.83%
 
ISCIX Federated Hermes Intl Small-Mid Co IS
47.97
+0.82%
 
ISCCX Federated Hermes Intl Small-Mid Co C
31.29
+0.81%
 
FIUIX Fidelity Telecom and Utilities
34.11
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FIQIX Fidelity Advisor Intl Small Cap Z
35.29
+0.74%
 
FIASX Fidelity Advisor Intl Small Cap A
34.29
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JARIX Easterly Global Real Estate Fund
15.09
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CIISX Causeway International Small Cap Instl
15.27
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AVALX Aegis Value I
44.43
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FISMX Fidelity International Small Cap
35.08
+0.72%
 
FIXIX Fidelity Advisor Intl Small Cap I
35.33
+0.71%
 
FTISX Fidelity Advisor Intl Small Cap M
34.10
+0.71%
 
BESIX William Blair Emerging Markets Small Cap Growth Fund
20.90
+0.67%
 
FEDGX Fidelity Advisor Emerg Mkts Discv C
16.43
+0.67%
 
AIFRX abrdn Global Infrastructure Instl
25.44
+0.67%
 
WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.97
+0.67%
 
VIESX Virtus KAR Emerging Markets Small-Cap I
16.58
+0.67%
 
CVISX Causeway International Small Cap Inv
15.24
+0.66%
 
VRESX Virtus KAR Emerging Markets Small-Cap R6
16.77
+0.66%
 
FEDTX Fidelity Advisor Emerg Mkts Discv M
16.91
+0.65%
 
DVSMX Driehaus Small Cap Growth Investor
20.08
+0.65%
 
BISMX Brandes International Small Cap Equity Fund
23.20
+0.65%
 
FEDDX Fidelity Emerging Markets Discovery
17.04
+0.65%
 
FIQGX Fidelity Advisor Emerg Mkts Discv Z
17.05
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FEDIX Fidelity Advisor Emerg Mkts Discv I
17.07
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BISRX Brandes International Small Cap Equity Fund
23.37
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APHIX Artisan International Fund
32.95
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BINCX Brandes International Small Cap Equity Fund
21.98
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DNSMX Driehaus Small Cap Growth Institutional
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VCESX Virtus KAR Emerging Markets Small-Cap Fund
16.00
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32.74
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VAESX Virtus KAR Emerging Markets Small-Cap Fund
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GPMCX Grandeur Peak Global Micro Cap Instl
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FEDAX Fidelity Advisor Emerg Mkts Discv A
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FOPIX Fidelity Advisor Intl Sm Cap Opps I
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FSCOX Fidelity International Small Cap Opp
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FOPTX Fidelity Advisor Intl Sm Cap Opps M
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LFMGX Lord Abbett Micro Cap Growth F
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IFPUX Independent Franchise Partners US Equity
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CNPIX Consumer Staples UltraSector ProFund Inv
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CNPSX Consumer Staples UltraSector ProFund Svc
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