Jpmorgan Smartretirement is trading at 23.18 as of the 3rd of December 2024; that is 0.13% up since the beginning of the trading day. The fund's open price was 23.15. Jpmorgan Smartretirement has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Jpmorgan Smartretirement 2040 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2023 and ending today, the 3rd of December 2024. Click here to learn more.
The fund is generally intended for investors who plan to retire around the year 2040 . Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.. More on Jpmorgan Smartretirement 2040
Jpmorgan Smartretirement 2040 [SMTAX] is traded in USA and was established 3rd of December 2024. Jpmorgan Smartretirement is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of JPMorgan family. This fund at this time has accumulated 3.97 B in assets with no minimum investment requirementsJpmorgan Smartretirement is currently producing year-to-date (YTD) return of 16.72% with the current yeild of 0.02%, while the total return for the last 3 years was 5.31%.
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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 2040 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 2040 Mutual Fund Constituents
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.