JPMorgan SmartRetirement 2055 FundJFFRX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.8B
Expense ratio
1.14%
1-year return
+15.8%
3 years, a year
+16.2%
5 years, a year
+7.9%
12-month yield
3.91%
Holdings
25
What it aims to do.
The Fund 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.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JPMorgan International Research Enhanced Equity ETF | 13.02% |
| JPMorgan U.S. Equity Fund | 11.87% |
| JPMorgan U.S. Research Enhanced Equity Fund | 11.75% |
| JPMorgan Value Advantage Fund | 11.42% |
| JPMorgan Growth Advantage Fund | 11.27% |
| JPMorgan Global Select Equity ETF | 9.13% |
| JPMorgan International Equity Fund | 6.91% |
| JPMorgan Core Plus Bond Fund | 4.96% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 3.91% |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 3.11% |
More on JFFRX.
- JFFRX overview
- JFFRX holdings
- JFFRX risk
- JFFRX costs
- JFFRX money in and out
- JFFRX share classes
- Compare JFFRX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.