- What does JTSSX invest in?
- This fund aims to deliver significant overall returns, progressively transitioning its investment focus towards generating current income and some capital appreciation as it approaches and passes its target retirement date. It is primarily intended for investors anticipating retirement around 2050, who plan to draw down their investment in the fund throughout their retirement years. To achieve this, the fund allocates capital across a broad spectrum of asset classes, including equities, fixed income, and cash/cash equivalents. This diversification is accomplished by investing in both proprietary mutual funds and exchange-traded funds (ETFs), in addition to, under specific limited circumstances, passive ETFs managed by unaffiliated investment advisors, and/or direct investments in other financial instruments.
- What is the expense ratio of JTSSX?
- JPMorgan SmartRetirement 2050 Fund Class I (JTSSX) charges an expense ratio of 0.64%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JTSSX?
- JPMorgan SmartRetirement 2050 Fund Class I (JTSSX) manages $2.89B 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 JTSSX actively managed or an index fund?
- JTSSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was JTSSX launched?
- JPMorgan SmartRetirement 2050 Fund Class I (JTSSX) launched in August 2007 and is managed by JPMorgan.
- How has JTSSX performed?
- JTSSX'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.
