JPMorgan SmartRetirement Blend 2035 Fund Class R6 (JPYRX) Research

The JPMorgan SmartRetirement Blend 2035 Fund Class R6 aims to deliver strong overall returns. Its investment approach gradually transitions over time, emphasizing current income and modest capital growth as the year 2035 (its target retirement date) approaches and extends beyond. This fund is primarily designed for individuals who anticipate retiring around 2035 and intend to utilize their investment throughout their retirement years. To achieve its objectives, the fund allocates its assets across various classes including equities (stocks), fixed income (bonds), and cash or cash equivalents. This diversification is accomplished by investing mainly in other mutual funds and exchange-traded funds (ETFs) offered by JPMorgan's affiliated companies, with the occasional inclusion of passive ETFs from independent advisers, or through direct investments in specific securities and other financial products.

Market snapshot

Symbol
JPYRX
Price
$36.13
Day change
+0.89%
Market cap
$3.9B
52-week range
30.49-36.19
Sector
Financial Services
Industry
Asset Management

Peer companies

  • JPMorgan SmartRetirement Blend 2045 Fund Class R5 (JMBRX)
  • JPMorgan SmartRetirement Blend 2045 Fund Class R6 (JMYAX)
  • JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX)
  • JPMorgan SmartRetirement Blend 2040 Fund Class I (JOBEX)
  • JPMorgan SmartRetirement Blend 2035 Fund Class R5 (JPBRX)
  • JPMorgan SmartRetirement 2050 Fund Class C (JTSCX)
  • JPMorgan SmartRetirement 2050 Fund Class R5 (JTSIX)
  • JPMorgan SmartRetirement 2050 Fund Class I (JTSSX)

Open JPMorgan SmartRetirement Blend 2035 Fund Class R6 (JPYRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.