JAKIX

About JAKIX

JPMorgan SmartRetirement 2060 Fund Class R5 is a mutual fund designed specifically for investors who expect to retire around the year 2060. Its primary function is to provide a well-diversified portfolio that balances growth and income, with an asset allocation approach intended to evolve as the target retirement date approaches and passes. As a target date fund, it simplifies the investment decision-making process by automating the gradual shift from growth-oriented assets like stocks toward income-focused investments such as bonds, aiming for higher total return early on and increasing capital preservation and income generation later in its lifecycle. The fund achieves diversification by investing in a mix of underlying J.P. Morgan equity and fixed income funds, encompassing both domestic and international markets across sectors such as technology, financials, consumer goods, real estate, and utilities. With a moderate expense ratio and a focus on long-term wealth accumulation, JPMorgan SmartRetirement 2060 Fund Class R5 serves as a practical tool for retirement planning, offering investors exposure to a broad range of asset classes without the need for frequent portfolio rebalancing.