JPMorgan SmartRetirement� 2010 Fund Class A Shares

 (MUTF:JSWAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.18%
   
1 week   +0.58%
   
4 week   +1.65%
   
3 month   +3.00%
   
YTD   +3.93%
   
1 year   +9.23%
   
3 years*   +6.90%
   
5 years*   +9.82%
   
*annualized
Best 3 month return+16.07%  
Worst 3 month return-18.75%  

Morningstar statistics

Morningstar category: Target Date 2000-2010
  Return Risk Rating
3 years Below Average Average
5 years Below Average Below Average
10 years     -     - -
Overall Below Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets574.01M 
Front load4.50%  
Deferred load-  
Expense ratio0.82%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash15.14%  
Stocks34.90%  
Bonds48.99%  
Preferred0.29%  
Convertible0.01%  
Other0.66%  

Purchase information

Initial$500  
Additional$25  
IRA Initial$500  
AIP Initial$100  
AIP Additional$100  
17.17+0.01(0.06%)
Jun 20, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is a "fund of funds" that invests in other J.P. Morgan Funds (underlying funds), and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.
Fund filings (PDF) »
Asset managers:
Michael Schoenhaut (Started: May 15, 2006)
Jeffrey Geller (Started: Jul 2, 2008)
Daniel Oldroyd (Started: Nov 1, 2010)
Anne Lester (Started: May 15, 2006)
Advisor Company:
J.P. Morgan Investment Management Inc.
Fund family reports on Morningstar »
100 Wood Street, 1111 Polaris Parkway, Ste. 2-j, Columbus OH 43240, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.69 -0.25 0.94     -
Beta* 0.78 0.75 0.74     -
Mean annual return 0.60 0.49 0.79     -
R-squared* 97.16 96.56 96.01     -
Standard deviation 5.04 6.24 6.54     -
Sharpe ratio 1.42 0.94 1.43     -
* Against standard index

Top 10 holdings