Jpmorgan Smartretirement 2030 Fund I Class: (MF: JSMSX)

(NASDAQ Mutual Funds) As of Oct 3, 2025 08:00 PM ET

$20.71 USD

+0.03 (0.15%)

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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:

MF Report

Class Name	Ticker
JPMorgan SmartRetirement 2030 A	JSMAX
JPMorgan SmartRetirement 2030 C	JSMCX
JPMorgan SmartRetirement 2030 Sel	JSMSX
JPMorgan SmartRetirement 2030 R2	JSMZX
JPMorgan SmartRetirement 2030 I	JSMIX

	Ticker	Max Load %	Deferred Load %	Red. Fee %	12B-1 Fee %	Mgmt Fee %	Expense Ratio %
JPMorgan SmartRetirement 2030 I	JSMSX	NA	NA	0.00	0.00	0.00	0.25

	Ticker	Nav	Inception Date	% yield	1 year return	2 year return	3 year return
JPMorgan SmartRetirement 2030 A	JSMAX	20.25	5/15/2006	2.73	8.86	11.04	6.80
JPMorgan SmartRetirement 2030 C	JSMCX	19.90	5/15/2006	2.13	8.26	10.42	6.18
JPMorgan SmartRetirement 2030 Sel	JSMSX	20.71	5/15/2006	2.87	9.06	11.26	6.99
JPMorgan SmartRetirement 2030 R2	JSMZX	20.19	11/4/2008	2.45	8.58	10.71	6.46
JPMorgan SmartRetirement 2030 I	JSMIX	20.61	5/15/2006	3.03	9.21	11.42	7.15

	Ticker	Minimum Initial Investment ($)	Minimum Subsequent Investment ($)	Minimum Initial IRA ($)	Dividend Frequency
JPMorgan SmartRetirement 2030 I	JSMSX	1000000	0	0	A