JPMorgan SmartRetirement 2050 Fund Class R6 (JTSYX)
JPMorgan SmartRetirement 2050 Fund Class R6 operates in the Asset Management industry of the Financial Services sector, headquartered in New York, NY, US. The stock last traded at $28.45, down 0.07% on the session, giving a market capitalisation of $2.85B. Its beta of 1.18 implies it has historically moved more than the broad market.
This fund primarily aims for substantial total returns, transitioning towards a focus on current income generation and modest capital growth as its target retirement year approaches and passes. It is designed for individuals planning to retire around 2050 and who intend to draw down their investment incrementally throughout their retirement years. The fund achieves broad market exposure across asset classes such as equities (stocks), fixed income (bonds), and cash/cash equivalents. This is accomplished primarily through investments in other mutual funds and exchange-traded funds (ETFs) managed by the same investment group. In specific, limited circumstances, it may also utilize passive ETFs from external, unaffiliated advisors, or make direct investments in various other financial instruments.
JPMorgan SmartRetirement 2050 Fund Class R6 is most often compared with the following Financial Services names: