JPMorgan SmartRetirement 2040 Fund Class A
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Companyam.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-smartretirement-2040-fund-a-4812a3841
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 the fund throughout retirement. It is designed to provide exposure to equity, fixed income 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 other financial instruments.
- IPO
- 2006
- HQ
- DE, US
Price Chart
Valuation
- Market Cap
- $3.67B
- P/E
- 0.09
- P/S
- 0.03
- P/B
- 0.01
- EV/EBITDA
- 123.62
- Div Yield
- 5.26%
Profitability
- Gross Margin
- 100.00%
- Op Margin
- 42.28%
- Net Margin
- 32.71%
- ROE
- 15.40%
- ROIC
- 1.33%
Growth & Income
- Revenue
- $146.01B · 19.39%
- Net Income
- $47.76B · 33.07%
- EPS
- $16.23 · 34.24%
- Op Income
- $61.74B
- FCF YoY
- -87.89%
Performance & Tape
- 52W High
- $25.24
- 52W Low
- $22.04
- 50D MA
- $24.15
- 200D MA
- $24.21
- Beta
- 1.09
- Avg Volume
- 0
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