JPMorgan SmartRetirement 2050 Fund Class C

Frequently Asked Questions About JTSCX

What does JTSCX invest in?

This fund seeks significant long-term growth, progressively shifting its emphasis towards current income generation and some capital appreciation as its designated retirement year approaches and extends beyond. It is primarily tailored for investors anticipating retirement around 2050 who intend to systematically withdraw their holdings throughout their retirement period. The fund achieves its objectives by strategically diversifying across equities, fixed income, and cash or cash equivalents. This is accomplished mainly through investments in mutual funds and exchange-traded funds (ETFs) managed by the same investment group, though it may occasionally include passive ETFs from independent advisers or direct investments in other financial instruments under specific circumstances.

What is the expense ratio of JTSCX?

JPMorgan SmartRetirement 2050 Fund Class C (JTSCX) charges an expense ratio of 1.39%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JTSCX?

JPMorgan SmartRetirement 2050 Fund Class C (JTSCX) manages $2.65B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is JTSCX actively managed or an index fund?

JTSCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was JTSCX launched?

JPMorgan SmartRetirement 2050 Fund Class C (JTSCX) launched in July 2007 and is managed by JPMorgan.

How has JTSCX performed?

JTSCX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.