JPMorgan SmartRetirement Income Fund Class A Shares (JSRAX)

$16.31
B Fund
Sector
Fund TypeMutual Fund
Fund CategoryGlobal & Intl. Equity
Fund BenchmarkInternational Large Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
JPMorgan SmartRetirement Income Fund Class A Shares 3 0.22 -1.57% 4.56% 0.27%
International Large Cap - Growth 11 0.78 -2.45% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 10.95% 23.41% -12.46%
Year-to-Date -1.57% -2.45% 0.88%
1 Year 0.02% 3.24% -3.21%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

3%

(low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 3% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.27%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$352

Real cost (fees + lost compounding)

$434

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
84%

Return in excess of styles
(over past year)
-1.90%