About JFFQX
JPMorgan SmartRetirement 2055 Fund R4 is a target-date mutual fund designed for investors planning to retire around the year 2055. Its primary purpose is to provide a professionally managed, well-diversified portfolio that automatically adjusts its asset allocation over time, gradually shifting from a growth-oriented mix to a more conservative allocation as the target retirement date approaches. The fund incorporates a blend of equities, fixed income, and cash equivalents, with allocations that change in accordance with a strategic glide path to address the evolving risk and return needs of investors nearing and entering retirement.
The fund is overseen by an experienced multi-asset solutions team, drawing on extensive retirement research and insights from J.P. Morgan asset class specialists. Its portfolio management integrates both strategic and tactical asset allocation decisions, aiming to align with investor retirement objectives. Notable for its use in workplace retirement plans, JPMorgan SmartRetirement 2055 Fund R4 plays a significant role in facilitating long-term retirement savings strategies for individuals, catering to diverse sectors across the market by spreading assets among U.S. large-cap, mid-cap, small-cap equities, international stocks, and bonds. This fund helps participants manage risk and sustain income throughout their retirement journey.
Fund Family JPMorgan
Category Target-Date 2055
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol JFFQX
Share Class Class R4
Index S&P Target Date 2055 TR
JFFQX had a total return of 12.93% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.64%.
