JPMorgan SmartRetirement 2040 Fund Class A
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About the company
This fund aims for significant overall returns, progressively transitioning its objective to emphasize income generation and some capital appreciation as it approaches and extends past its designated retirement year. It is specifically designed for investors anticipating retirement around 2040, with the intention of drawing down their investment over the course of their retirement. The fund achieves diversification across various asset classes, including stocks, bonds, and cash or cash equivalents.
- IPO
- 2006
- HQ
- New York, NY, US
Price Chart
- Market Cap
- $3.68B
- P/E
- 1.57
- P/S
- 0.03
- P/B
- 0.01
- EV/EBITDA
- 123.61
- Div Yield
- 5.17%
- Gross Margin
- 100.00%
- Op Margin
- 42.28%
- Net Margin
- 32.71%
- ROE
- 15.40%
- ROIC
- 1.33%
- Revenue
- $146.01B · 19.39%
- Net Income
- $47.76B · 33.07%
- EPS
- $16.23 · 34.24%
- Op Income
- $61.74B
- FCF YoY
- -87.89%
- 52W High
- $25.58
- 52W Low
- $22.62
- 50D MA
- $25.12
- 200D MA
- $24.43
- Beta
- 1.09
- Avg Volume
- 0
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