JAKYX – JPMorgan SmartRetirement® 2060 R6 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks high 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 generally intended for investors who plan to retire around the year 2060 (the target retirement year). 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JAKSX	JPMorgan SmartRetirement® 2060 Fund Class I	Institutional	Open			Aug 31, 2016	$40.30M	0.640%	High	$1M	−$11.12M
JAKAX	JPMorgan SmartRetirement® 2060 Fund Class A	Front Load	Open			Aug 31, 2016	$65.89M	0.830%	Average	$500	−$30.55M
JAKCX	JPMorgan SmartRetirement® 2060 Fund Class C	Level Load	Open			Aug 31, 2016	$3.73M	1.390%	Below Average	$500	$206,110.95
JAKYX	JPMorgan SmartRetirement® 2060 Fund Class R6	Retirement, Large	Open			Aug 31, 2016	$499.62M	0.390%	Below Average	$15M	−$158.75M
JAKIX	JPMorgan SmartRetirement® 2060 Fund Class R5	Retirement, Large	Open			Aug 31, 2016	$218.69M	0.490%	Above Average	$0	−$15.85M
JAKQX	JPMorgan SmartRetirement® 2060 Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$9.27M	0.640%	High	$0	$47,814.92
JAKZX	JPMorgan SmartRetirement® 2060 Fund Class R2	Retirement, Medium	Open			Aug 31, 2016	$21.16M	1.140%	Above Average	$0	$2.32M
JAKPX	JPMorgan SmartRetirement® 2060 Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$8.12M	0.890%	Below Average	$0	−$1.09M

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