Great Gray Collective Investment Trust - Smartgoal By JP Morgan 2065 Fund (GAAFPX)
| 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 | 13.01 |
| YTD Return | 11.76% |
| 1-Year Return | 22.39% |
| 5-Year Return | n/a |
| 52-Week Low | 10.63 |
| 52-Week High | 13.16 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GAAFPX
JPMorgan SmartRetirement 2065 Fund is a target-date mutual fund designed to serve investors planning to retire around the year 2065. Its primary function is to provide a professionally managed, diversified portfolio that automatically adjusts its asset allocation over time. Early in an investor’s career, the fund emphasizes growth by allocating a high proportion of assets to equities, including U.S. large-, mid-, and small-cap stocks as well as international and emerging market equities. As the target retirement year approaches, the fund gradually reduces equity exposure and increases allocations to fixed income and cash equivalents, aiming to balance growth, income, and risk as investors transition to and through retirement. Managed by J.P. Morgan’s experienced Multi-Asset Solutions team, the fund utilizes a research-driven ‘glide path’ that shifts investments to reflect evolving risk tolerance and income needs throughout the investor lifecycle. The SmartRetirement 2065 Fund plays a significant role in the retirement savings landscape, offering a convenient, all-in-one investment solution that evolves in line with an investor’s anticipated retirement timeline.
Performance
GAAFPX had a total return of 22.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.09%.