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JPMorgan SmartRetirement® 2035 R5SRJIX

Performance (before sales charge)

As of 03/31/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 02/29/2024
Stock
46.04%
Non-U.S. Stock
22.79%
Bond
23.75%
Non-U.S. Bond
3.13%
Preferred
0.06%
Convertible
0.06%
Cash
3.97%
Other
0.21%

Due to rounding, percentages may not equal 100%.

Sectors

As of 02/29/2024

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 02/29/2024

JPMorgan Core Plus Bond R6
18.34%
JPMorgan International Rsrch Enh Eq ETF
10.17%
JPMorgan US Equity R6
9.27%
JPMorgan US Research Enhanced Equity R6
9.23%
JPMorgan Growth Advantage R6
8.90%
JPMorgan Value Advantage R6
8.79%
JPMorgan Global Select Equity ETF
7.20%
JPMorgan Core Bond R6
6.41%
JPMorgan International Equity R6
5.47%
JPMorgan BetaBuilders US Mid Cap Eq ETF
3.14%
Fund assets

$3.77 Billion

Share class

Retirement

Morningstar category

Target-Date 2035

Expense ratio

0.49%

Investment objective

Asset Allocation

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