JSMSX Rating, Research - JPMorgan Smartretirement 2030 Select

JPMorgan Smartretirement 2030 Select (jsmsx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 14

Threats + Weaknesses = 16

When strengths & opportunities substantially exceed threats & weaknesses an investment in the jsmsx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Smartretirement 2030 Select (JSMSX) Description: JSMSX is a mutual fund, which is an investment that owns a basket of assets. The JSMSX mutual fund was provided by JPMorgan and this investment vehicle derives the majority of its value from equity holdings (stocks). JPMorgans mutual fund has a medium management tenure and is in the average fund size classification. JSMSXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. JSMSXs expense ratio is roughly 0%. The latest JSMSXs front end load was 0% and the back end load was 0%. The JPMorgan Smartretirement 2030 Select (JSMSX) mutual fund falls under the target date 2026-2030 category. JSMSX focuses its investments in USA and JSMSX is not affiliated with a particular industry or fund sector. The JPMorgan Smartretirement 2030 Select (JSMSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JSMSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JSMSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the design, manufacture, or sale of electronic components; equipment vendors to electronic component manufacturers; electronic component distributors; and electronic instruments and electronic systems vendors. It may invest in securities of foreign issuers. The funds non-diversified.

Management Analysis Update

Performance Analysis Update