JPMorgan SmartRetirement Blend 2040 Fund Class R5
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About the company
This fund aims for significant long-term growth, gradually shifting its focus to income generation and capital preservation as it nears and passes its target retirement date of 2040. It is designed for investors who anticipate retiring around 2040 and intend to withdraw their invested funds throughout their retirement years. The fund achieves diversified exposure across equities, fixed income, and cash-like assets primarily by investing in other mutual funds and exchange-traded funds (ETFs) within the same investment family, with occasional use of passive ETFs from external managers or direct investments in securities.
- IPO
- 2012
- HQ
- New York, NY, US
Price Chart
- Market Cap
- $3.65B
- P/E
- -56.55
- P/S
- 10.42
- P/B
- 7.90
- EV/EBITDA
- 141.91
- Div Yield
- 2.40%
- Gross Margin
- 17.44%
- Op Margin
- -1.58%
- Net Margin
- -16.00%
- ROE
- -12.93%
- ROIC
- -0.84%
- Revenue
- $1.31B · -11.45%
- Net Income
- $-210,351,000 · -220.95%
- EPS
- $-2.63 · -220.64%
- Op Income
- $-20,795,000
- FCF YoY
- -226.36%
- 52W High
- $39.86
- 52W Low
- $33.78
- 50D MA
- $39.07
- 200D MA
- $37.21
- Beta
- 1.12
- Avg Volume
- 0
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