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Jpmorgan Smartretirement 2030 Fund R5 Class: (MF: JSMIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:03 PM ET

$19.73 USD

0.00 (NA)

Zacks MF Rank

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

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Zacks Premium Research for JSMIX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA
MF Report

Fund Description

Incepted in April 2001, the fund is managed by Robert Fleming Inc. Robert Fleming is a wholly owned subsidiary of J.P. Morgan Chase & Co., a bank holding company. The fund seeks to provide long-term growth from small-capitalization stocks. The fund invests at least 80% of its assets in small U.S. companies that have market capitalizations below $1.5 billion. The fund seeks stocks that demonstrate strong earnings growth rates and robust earnings momentum and allocates assets across a broad range of industrial sectors to help minimize volatility. The fund distributes dividends and net capital gains, if any, annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
JPMorgan SmartRetirement 2030 R5 JSMIX NA NA 0.00 0.00 0.00 0.10

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
JPMorgan SmartRetirement 2030 I JSMIX 19.73 5/15/2006 3.05 15.68 13.20 6.57
JPMorgan SmartRetirement 2030 A JSMAX 19.90 5/15/2006 2.72 15.22 12.81 6.22
JPMorgan SmartRetirement 2030 C JSMCX 19.63 5/15/2006 2.08 14.66 12.18 5.62
JPMorgan SmartRetirement 2030 Sel JSMSX 19.99 5/15/2006 2.93 15.46 13.02 6.41
JPMorgan SmartRetirement 2030 R2 JSMZX 19.75 11/4/2008 2.47 14.91 12.47 5.88

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
JPMorgan SmartRetirement 2030 R5 JSMIX 0 0 0 A

Contact Information

Family J.P. Morgan
Address P.O.Box 8528
Boston, MA 02266
Phone 800 480-4111