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) »
Michael Schoenhaut (Started: May 15, 2006)
Jeffrey Geller (Started: Jul 2, 2008)
Daniel Oldroyd (Started: Nov 1, 2010)
Anne Lester (Started: May 15, 2006)
# Contact ?>
100 Wood Street, 1111 Polaris Parkway, Ste. 2-j, Columbus OH 43240, USA