Great Gray Collective Investment Trust - Smartgoal By JP Morgan 2060 Fund (GAAFOX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

13.39

+0.04 (0.34%)

At close: Aug 27, 2026

21.50% (1Y)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	13.34
YTD Return	14.05%
1-Year Return	21.10%
5-Year Return	n/a
52-Week Low	10.96
52-Week High	13.46
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About GAAFOX

JPMorgan SmartRetirement 2060 Fund is a target-date mutual fund designed for individuals who plan to retire around the year 2060. Its primary function is to provide a professionally managed, diversified investment portfolio that gradually shifts its asset allocation as the target retirement date approaches. Early in an investor’s career, the fund maintains a high allocation to equities to pursue growth, but as retirement nears, it systematically becomes more conservative, increasing exposure to fixed income and cash equivalents. This dynamic approach—known as a "glide path"—aims to balance long-term growth with risk management as investors transition from saving to spending in retirement. The fund is constructed as a fund of funds, utilizing a broad range of underlying JP Morgan mutual funds and ETFs that span U.S. and international equities, fixed income, and alternative assets. It is managed by JP Morgan’s experienced Multi-Asset Solutions team, who leverage research and tactical asset allocation to adapt to market conditions. As a result, the fund plays a significant role in retirement planning, serving as a comprehensive, all-in-one investment solution for those seeking a disciplined path to and through retirement.

Stock Exchange NASDAQ

Ticker Symbol GAAFOX

Performance

GAAFOX had a total return of 21.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.92%.