INTRUST Bank, NA


JPMorgan SmartRetirement® Blend 2040 R6

Fund Basics
Name
JPMorgan SmartRetirement® Blend 2040 R6
Category
Target-Date 2040
Benchmark
Morningstar Lifetime Allocation Moderate 2040 TR USD
Objective
Asset Allocation
Inception date
7/2/2012
Fund type
Hybrid
Fund family
JPMorgan
Fund company web site
www.jpmorganfunds.com
Registration company
JPMorgan Trust I
Investment strategy
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 mutual funds and exchange traded funds (ETFs) within the same group of investment companies and also invest in market cap weighted index ETFs that are managed by unaffiliated investment advisers. It is generally intended for investors expecting to retire around the year 2040 (the target retirement year).
Performance
  1 Year Return 5 Year Return 10 Year Return Since Inception Return
Fund 5.90 7.32 N/A 9.77
Benchmark 6.10 6.97 11.83 9.98
Data as of
4/30/2019
Month end price
$23.39
Turnover ratio
52.00
Fees And Expenses
  As a percent Per $1,000
Prospectus Net Expense Ratio 0.29% $2.90
Prospectus Gross Expense Ratio 0.58% $5.80
Expense summary
None.
Restrictions
Excessive trading violation will result in a trading restriction period of 90 days. Maximum of 1 round trip allowed per 60 days period.