JSMOX – JPMorgan SmartRetirement® 2065 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 2065 (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
JSMJX	JPMorgan SmartRetirement® 2065 Fund Class I	Institutional	Open			Nov 1, 2022	$2.99M	0.650%	High	$1M	$1.43M
JSMEX	JPMorgan SmartRetirement® 2065 Fund Class A	Front Load	Open			Nov 1, 2022	$8.39M	0.840%	Average	$500	−$5.02M
JSMHX	JPMorgan SmartRetirement® 2065 Fund Class C	Level Load	Open			Nov 1, 2022	$383,906.00	1.400%	Below Average	$500	$194,747.22
JSMOX	JPMorgan SmartRetirement® 2065 Class R6	Retirement, Large	Open			Nov 1, 2022	$129.88M	0.400%	Average	$15M	$43.75M
JSMLX	JPMorgan SmartRetirement® 2065 Fund Class R4	Retirement, Large	Open			Nov 1, 2022	$59,387.00	0.650%	High	$0	$19,341.97
JSMMX	JPMorgan SmartRetirement® 2065 Fund Class R5	Retirement, Large	Open			Nov 1, 2022	$35.54M	0.500%	Above Average	$0	$9.34M
JSMKX	JPMorgan SmartRetirement® 2065 Fund Class R2	Retirement, Medium	Open			Nov 1, 2022	$861,595.00	1.150%	Above Average	$0	$490,906.85
JSMPX	JPMorgan SmartRetirement® 2065 Fund Class R3	Retirement, Medium	Open			Nov 1, 2022	$82,625.00	0.900%	Below Average	$0	−$890,773.96

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