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Jpmorgan Smartretirement® Blend 2050 Fund Class R6 (0P0000VU5H)

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34.400 +0.150    +0.44%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.92B
JPMorgan SmartRetirement Blend 2050 Fund Class R6 34.400 +0.150 +0.44%

0P0000VU5H Overview

 
Find basic information about the Jpmorgan Smartretirement® Blend 2050 Fund Class R6 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000VU5H MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change20.73%
Prev. Close34.25
Risk Rating
TTM Yield1.89%
ROE25.47%
IssuerN/A
Turnover12%
ROA11.10%
Inception DateJul 02, 2012
Total Assets1.92B
Expenses0.10%
Min. Investment5,000,000
Market Cap114.84B
CategoryTarget - Date 2050
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Jpmorgan Smartretirement® Blend 2050 Fund Class R6 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1138 1018 1301 1140 1576 2228
Fund Return 13.82% 1.82% 30.06% 4.46% 9.52% 8.34%
Place in category 92 89 88 47 109 50
% in Category 45 46 42 27 65 55

Top Bond Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Core Bond R6 24.1B 2.75 -1.55 1.91
  JPMorgan Core Bond Select 21.82B 2.51 -1.72 1.74
  JPMorgan Core Plus Bond R6 13.54B 3.43 -1.34 2.11
  JPMorgan Strategic Income Opps Sel 7.39B 4.31 3.31 2.66
  JPMorgan Short Duration Bond R6 7.07B 4.49 1.95 1.94

Top Funds for Target-Date 2050 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2050 Tr2 95.95B 13.70 4.48 8.75
  Vanguard Target Retire Trust Plus50 95.95B 13.72 4.51 8.77
  The Vanguard Target Retire 2050 Tr1 95.95B 13.70 4.49 8.76
  Vanguard Target Retirement 2050 Inv 75.87B 13.68 4.45 8.68
  American Funds 2050 Trgt Date RetR6 25.44B 14.35 4.13 9.52

Top Holdings

Name ISIN Weight % Last Change %
JPMorgan Equity Index R6 - 48.90 - -
JPMorgan BetaBuilders Intl Eq ETF - 22.93 - -
JPMorgan BetaBuilders US Mid Cap Eq ETF - 5.43 - -
JPMorgan Emerging Mkts Rsrch Enh Eq R6 - 4.18 - -
JPMorgan BetaBuilders Emerging Mkt EqETF - 4.17 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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