INTRUST Bank, NA


JPMorgan SmartRetirement® Blend Inc R6

Fund Basics
Name
JPMorgan SmartRetirement® Blend Inc R6
Category
Target-Date Retirement
Benchmark
Morningstar Lifetime Allocation Moderate Income 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 current income and some capital appreciation. 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 who are retired or about to retire soon and designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.
Performance
  1 Year Return 5 Year Return 10 Year Return Since Inception Return
Fund 1.31 3.89 N/A 4.87
Benchmark 2.89 3.52 7.14 4.49
Data as of
2/28/2019
Month end price
$17.03
Turnover ratio
51.00
Fees And Expenses
  As a percent Per $1,000
Prospectus Net Expense Ratio 0.29% $2.90
Prospectus Gross Expense Ratio 0.71% $7.10
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.