JBTBX – JPMorgan SmartRetirement® Blend 2025 R4 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 2025 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.

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
JBSSX	JPMorgan SmartRetirement® Blend 2025 Fund Class I	Institutional	Open			Jul 2, 2012	$4.27M	0.420%	Above Average	$1M	$485,459.90
JBYSX	JPMorgan SmartRetirement® Blend 2025 Fund Class R6	Retirement, Large	Open			Jul 2, 2012	$1.84B	0.170%	Low	$5M	−$151.90M
JBBSX	JPMorgan SmartRetirement® Blend 2025 Fund Class R5	Retirement, Large	Open			Jul 2, 2012	$21.54M	0.270%	Below Average	$0	$13.25M
JBTBX	JPMorgan SmartRetirement® Blend 2025 Fund Class R4	Retirement, Large	Open			May 31, 2017	$1.63M	0.420%	Above Average	$0	−$30.77M
JBRSX	JPMorgan SmartRetirement® Blend 2025 Fund Class R2	Retirement, Medium	Open			Jul 2, 2012	$1.99M	0.920%	Average	$0	$124,726.80
JBTUX	JPMorgan SmartRetirement® Blend 2025 Fund Class R3	Retirement, Medium	Open			May 31, 2017	$7.97M	0.670%	Below Average	$0	$533,578.89

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