JSMQX – JPMorgan SmartRetirement® 2030 R4 Investment Strategy | Morningstar

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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 retired on or around the year 2030 (the target retirement year). Prior to reaching the target retirement year, the fund sought risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approached and passed 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
JSMSX	JPMorgan SmartRetirement® 2030 Fund Class I	Institutional	Open			May 15, 2006	$163.32M	0.600%	High	$1M	−$60.25M
JSMAX	JPMorgan SmartRetirement® 2030 Fund Class A	Front Load	Open			May 15, 2006	$496.11M	0.790%	Average	$500	−$223.49M
JSMCX	JPMorgan SmartRetirement® 2030 Fund Class C	Level Load	Open			May 15, 2006	$6.63M	1.350%	Below Average	$500	−$2.82M
JSMIX	JPMorgan SmartRetirement® 2030 Fund Class R5	Retirement, Large	Open			May 15, 2006	$823.19M	0.450%	Above Average	$0	−$180.65M
JSMYX	JPMorgan SmartRetirement® 2030 Fund Class R6	Retirement, Large	Open			Nov 3, 2014	$1.50B	0.350%	Below Average	$15M	−$874.99M
JSMQX	JPMorgan SmartRetirement® 2030 Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$41.50M	0.600%	High	$0	−$1.36M
JSMZX	JPMorgan SmartRetirement® 2030 Fund Class R2	Retirement, Medium	Open			Nov 3, 2008	$168.83M	1.100%	High	$0	−$13.35M
JSMNX	JPMorgan SmartRetirement® 2030 Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$14.98M	0.850%	Below Average	$0	−$7.65M

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