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Jpmorgan Smart Retirement 2030 Fund R2: (MF: JSMZX)

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

$19.40 USD

-0.01 (-0.05%)

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

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.21 67
3 months 3.51 69
6 months 7.05 66
1 Year 14.91 58
3 Year 12.47 58
5 Year 5.88 65
10 Year 8.14 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 414.14

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.59
5 Year 5.39
10 Year 7.18
Since Inception 9.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.38 6.36 4.64 1.67
2024 4.64 1.47 5.56 -2.48
2023 5.54 3.23 -3.61 9.29
2022 -6.65 -11.64 -5.41 6.26
2021 2.11 4.49 -1.12 4.32

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2113.599.3114.78-17.0910.0711.8919.87-8.1318.175.64
% Total Return Rel to Index 0.33-4.62-15.71-11.451.10-18.61-6.50-11.61-3.73-3.62-6.29
% Total Return Rel to Peer -0.46-0.91-0.601.62-4.13-1.431.202.67-1.634.71-0.63
% Perf Quintile vs Peer* 4.003.000.003.004.004.003.003.004.002.004.00
% Dividends 0.000.510.490.360.270.440.280.340.400.310.32
% Yield 0.002.412.532.701.601.891.271.502.001.371.60
Capital Gains ($) 0.000.540.410.000.931.940.482.810.630.480.15
Expense Ratio 0.000.750.750.750.750.750.750.750.750.610.56

* 1 = Top 20%, 5 = Bottom 20%