- What does JTSYX invest in?
- 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.
- What is the expense ratio of JTSYX?
- JPMorgan SmartRetirement 2050 Fund Class R6 (JTSYX) charges an expense ratio of 0.39%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JTSYX?
- JPMorgan SmartRetirement 2050 Fund Class R6 (JTSYX) manages $2.84B 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 JTSYX actively managed or an index fund?
- JTSYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was JTSYX launched?
- JPMorgan SmartRetirement 2050 Fund Class R6 (JTSYX) launched in November 2014 and is managed by JPMorgan.
- How has JTSYX performed?
- JTSYX'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.
