Jpmorgan Smartretirement Blend Fund Quote
| JATQX Fund | USD 26.86 0.36 1.32% |
PerformanceVery Weak
| Odds Of DistressLow
|
Jpmorgan Smartretirement is trading at 26.86 as of the 22nd of May 2025; that is 1.32% down since the beginning of the trading day. The fund's open price was 27.22. Jpmorgan Smartretirement has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 22nd of May 2025. Click here to learn more.
The fund is generally intended for investors who plan to retire around the year 2060 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cashcash 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 andor direct investments in securities and other financial instruments.. More on Jpmorgan Smartretirement Blend
Moving together with Jpmorgan Mutual Fund
| 0.92 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.92 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.92 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.92 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 1.0 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.92 | SRJZX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Target-Date 2060+ Funds, Target-Date 2060+, JPMorgan, Large Blend, Target-Date 2060+ (View all Sectors) |
| Update Date | 31st of March 2025 |
Jpmorgan Smartretirement Blend [JATQX] is traded in USA and was established 22nd of May 2025. Jpmorgan Smartretirement is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2060+ category and is part of JPMorgan family. This fund currently has accumulated 20.77 M in assets under management (AUM) with no minimum investment requirementsJpmorgan Smartretirement is currently producing year-to-date (YTD) return of 4.9% with the current yeild of 0.02%, while the total return for the last 3 years was 11.64%.
Check Jpmorgan Smartretirement Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Smartretirement Blend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Smartretirement Blend Mutual Fund Constituents
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts | |
| SCHH | Schwab REIT ETF | Etf | Real Estate | |
| JEMVX | Jpmorgan Emerging Markets | Mutual Fund | Emerging Markets Bond | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| JCBUX | Jpmorgan E Bond | Mutual Fund | Intermediate Core Bond | |
| OGFAX | Jpmorgan Equity Index | Mutual Fund | Large Blend | |
| JVAL | JPMorgan Value Factor | Etf | Large Value | |
| JHYUX | Jpmorgan High Yield | Mutual Fund | High Yield Bond |
Jpmorgan Smartretirement Risk Profiles
| Mean Deviation | 0.9894 | |||
| Semi Deviation | 1.6 | |||
| Standard Deviation | 1.61 | |||
| Variance | 2.61 |
Jpmorgan Smartretirement Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Smartretirement financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Smartretirement security.
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