JPMorgan SmartRetirement Blend Income Fund Class I (JIJSX) Research
This investment vehicle primarily seeks to deliver current income, supplemented by a degree of capital appreciation. Structured as a "fund of funds," it strategically invests in a diverse selection of other mutual funds and exchange-traded funds (ETFs). These underlying holdings encompass both those from its affiliated investment company group and passive ETFs managed by independent, unaffiliated advisors. The fund is principally designed for individuals who are already retired or approaching retirement. It aims to provide broad exposure to various asset classes through its investments in underlying funds, securities, and other financial instruments, maintaining a notable emphasis on fixed income allocations over equity and alternative investments.
Market snapshot
- Symbol
- JIJSX
- Price
- $21.05
- Day change
- +0.62%
- Market cap
- $1.6B
- 52-week range
- 18.95-21.08
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX)
- Federated Hermes MDT Large Cap Value Fund Service Shares (FSTKX)
- Federated Hermes MDT Large Cap Value Fund Class R6 (FSTLX)
- The Gabelli Dividend & Income Trust (GDV)
- JPMorgan International Unconstrained Equity Fund - A (IUAEX)
- JPMorgan SmartRetirement Blend Income Fund Class R5 (JIBBX)
- Nuveen Floating Rate Income Fund Class C (NFFCX)
- Nuveen Floating Rate Income Fund Class A (NFRAX)
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