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Jpmorgan Smartretirement® Blend 2045 Fund Class R6 (0P0000VU5B)

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34.130 -0.070    -0.20%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 2.38B
JPMorgan SmartRetirement Blend 2045 Fund Class R6 34.130 -0.070 -0.20%

0P0000VU5B Overview

 
Find basic information about the Jpmorgan Smartretirement® Blend 2045 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 0P0000VU5B MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change21.75%
Prev. Close34.2
Risk Rating
TTM Yield1.96%
ROE25.48%
IssuerN/A
Turnover13%
ROA11.11%
Inception DateJul 02, 2012
Total Assets2.38B
Expenses0.09%
Min. Investment15,000,000
Market Cap115.14B
CategoryTarget - Date 2045
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Jpmorgan Smartretirement® Blend 2045 Fund Class R6 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1134 1018 1293 1134 1564 2211
Fund Return 13.39% 1.77% 29.3% 4.27% 9.35% 8.26%
Place in category 98 85 100 42 104 47
% in Category 45 46 45 23 62 48

Top Bond Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Core Bond R6 23.82B 2.75 -1.55 1.91
  JPMorgan Core Bond Select 21.77B 2.51 -1.72 1.74
  JPMorgan Core Plus Bond R6 13.5B 3.43 -1.34 2.11
  JPMorgan Strategic Income Opps Sel 7.37B 4.31 3.31 2.66
  JPMorgan Short Duration Bond R6 7B 4.49 1.95 1.94

Top Funds for Target-Date 2045 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2045 Tr1 105.46B 12.95 4.11 8.61
  The Vanguard Target Retire 2045 Tr2 105.46B 12.95 4.10 8.59
  Vanguard Target Retire Trust Plus45 105.46B 12.97 4.12 8.62
  Vanguard Target Retirement 2045 Inv 91.01B 12.98 4.07 8.54
  American Funds 2045 Trgt Date RetR6 28.04B 14.21 4.28 9.47

Top Holdings

Name ISIN Weight % Last Change %
JPMorgan Equity Index R6 - 46.68 - -
JPMorgan BetaBuilders Intl Eq ETF - 21.89 - -
JPMorgan Core Plus Bond R6 - 6.26 - -
JPMorgan BetaBuilders US Mid Cap Eq ETF - 5.14 - -
JPMorgan Emerging Mkts Rsrch Enh Eq R6 - 3.99 - -

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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