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JTYBX JPMorgan SmartRetirement® Blend 2055 R6

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Fund JTYBX JPMorgan SmartRetirement® Blend 2055 R6
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Similarity
?
100%
Annual Fees
?
$30.47
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.06% annual return
$40,323.31
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 3.41%
3 YR 4.94%
5 YR --
10 YR --
Description
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 a "fund of funds" that invests in other J.P. Morgan Funds and exchange traded funds (ETFs) that are managed by unaffiliated investment advisers (unaffiliated ETFs) and are generally intended for investors expecting to retire around the year 2055 (the target retirement year). It is designed to provide exposure to a variety of asset classes through investments in underlying funds, and over time the fund's asset allocation strategy will change.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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