JOBBXNASDAQFinancial Services · Asset Management

JPMorgan SmartRetirement Blend 2040 Fund Class R5

$38.96+1.25%(+$0.48)

TickerSpark Score

47/100

Weak

Valuation

Profitability

Growth

Health

100

Momentum

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52-Week Range96% of range

Low $32.18

Current $38.96

High $39.24

Companyam.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-smartretirement-blend-2040-fund-r5-46636u348

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2040 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.

IPO: 2012
HQ: DE, US

Price Chart

+19.33% · this period

Valuation

Market Cap: $3.55B
P/E: -55.55
P/S: 10.12
P/B: 7.77
EV/EBITDA: 138.10
Div Yield: 2.44%

Profitability

Gross Margin: 17.44%
Op Margin: -1.58%
Net Margin: -16.00%
ROE: -12.93%
ROIC: -0.84%

Growth & Income

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%

Performance & Tape

52W High: $39.24
52W Low: $32.18
50D MA: $37.28
200D MA: $36.54
Beta: 1.12
Avg Volume: 0

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