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JPMorgan SmartRetirement® is designed for a wide range of market cycles and conditions. Two decades of research and behavioral data from millions of participants power our investment decisions, helping more people cross the retirement line.
Financial Planning Jp Morgan
The JPMorgan SmartRetirement Blend combines the best of both worlds: the low cost of passively managed strategies and p; Asset management in asset classes where we can add the most value. Learn more
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Our glide path is static during and after retirement to allow for a high level of cash flow volatility
Our range of target dates can be delivered on a variety of vehicles as well as turnkey skid solutions
Chart Source: J.P. Morgan Asset Management. Diversification and asset allocation do not guarantee investment returns and do not eliminate the risk of loss. For illustrative purposes only.
Insights for Action How new research findings from a collaboration with the Employee Benefit Research Institute can help advance plan design and financial wellness progress. Learn more
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The strategic asset allocation represents the fund’s target weighting. Actual assignments may vary. JP We may adjust this amount based on Morgan’s internal research and market conditions. Diversification and asset allocation do not guarantee investment returns and do not eliminate the risk of loss. Past performance does not guarantee future results. 1 Cash and cash equivalents. 2 Exposures may change from time to time due to our tactical asset allocation process, which may be accomplished using futures and/or ETFs. as indicated by the 3EAFE index. Managed inflation is allocated to TIPS (Treasury Inflation-Protected Securities): Treasury bonds adjusted to eliminate the effects of inflation on interest and principal payments, as measured by the Consumer Price Index (CPI). REITs (Real Estate Investment Trusts): Companies that own or finance income-producing real estate that provide investors of all types with regular income, diversification and long-term capital appreciation.
Target Date Funds: JPMorgan SmartRetirement Funds are target date funds, the target date being the estimated date when investors plan to retire. Generally, each fund’s asset allocation will change each year, making the asset allocation more conservative than the fund’s target retirement date. The fund’s principal value is not guaranteed in any way, including the target date.
Risks associated with investing in funds. Basic J.P. Certain Morgan Funds may invest in foreign or emerging market securities, small-cap securities and/or high-yield fixed income instruments. There may be special risks associated with investing in these types of securities. International investments involve increased risk and volatility due to currency fluctuations, political, social or economic instability, foreign taxes and differences in auditing and financial standards. The Fund may invest a portion of its securities in small-cap stocks. Small-cap funds typically carry more risk than equity funds that invest in blue-chip companies because small-cap companies generally have a higher risk of failure. Historically, small-cap stocks have experienced higher levels of market volatility than the average stock. Securities below investment grade are called “high yield bonds”, “non-investment grade bonds”, “investment grade bonds” or “junk bonds”. In general, the standard &p; Poor’s and Moody’s Investor Service. Although these securities provide higher returns than highly rated securities, there is a greater risk that the fund’s share price will decline. Real estate funds may have higher market risk because they are concentrated in a particular industry, sector or geographic sector. Real estate trusts are subject to risks, including declines in real estate values, risks related to general and economic conditions, changes in the value of the principal assets owned by the trust and borrower default.
Index returns are for illustrative purposes only. Mutual funds and ETFs have fees that reduce their performance; No Index You cannot invest directly in an index.
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The S&P Target Date Index Series reflects the various asset classes included in target date funds based on surveys of those funds for each specific target date. These asset class exposures are represented by securities indices in the index calculation. Prior to May 31, 2017, asset class exposures were represented by ETFs on a fee-free basis. Index returns are calculated daily.
The Morningstar rating, TM for funds, or “star rating” is calculated for managed products (including mutual funds, variable annuities and variable sub-accounts, exchange-traded funds, closed-end funds and segregated accounts) of at least three. – Year history For comparison purposes, exchange-traded funds and open-ended mutual funds are considered a single population. It is calculated based on Morningstar’s risk-adjusted return measure, which takes into account the monthly volatility of the managed product’s outperformance, puts more emphasis on downside changes and rewards consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive one star. A managed product’s overall Morningstar rating is derived from a weighted average of the performance indicators associated with its three-, five- and 10-year Morningstar Rating metrics. The weights are: 100% three-year estimate for months 36-59 of gross income, 60% five-year estimate/40% three-year estimate for months 60-119, and 50% 10-year estimate/30 . Five Year Appreciation/20% Three Year Appreciation 120 months or more gross pay. While the overall 10-year star rating formula seems to give the most weight to the 10-year period, the last three years have the biggest impact because it spans all three rating periods. The classification does not take into account sales costs.
Some Morningstar proprietary calculations, including the Morningstar RatingTM, are generally not calculated based on adjusted historical earnings. However, for new share classes/channels, Morningstar may calculate a Morningstar Long Rating. Advanced performance is calculated by adjusting the historical returns of the fund’s oldest share class to reflect the junior share class/channel fee structure, adding that data to the performance record of the junior share class, and then compounding plus. Actual monthly returns on Morningstar’s risk-adjusted yield-adjusted performance over three-, five-, and 10-year periods. Morningstar’s Risk-Adjusted Returns are used to determine Morningstar’s extended performance. Morningstar’s extended performance for this fund does not affect Morningstar’s published retail fund data because the bell curve distribution on which the ratings are based includes only funds with actual returns. Morningstar’s overall rating of multi-share funds is based only on actual performance or extended performance. Once a share class reaches three years, Morningstar’s overall rating will be based solely on actual ratings. Morningstar’s overall rating for multi-stock variable income is based on a weighted average of any available ratings.
While the inclusion of pre-inception data as extended performance can provide valuable insight into the likely long-term performance of a fund’s new share classes, investors should note that adjusted historical returns can only provide a rough approximation. For example, the fee structure of a retail share class differs from that of an institutional share class because retail shares have higher operating costs and sales costs. This adjusted historical return is not the actual return. The underlying investments in the share classes used to calculate the forward performance chain are likely to be fundamentally different from the underlying investments once created. The calculation methodologies used by Morningstar may differ from those of other organizations, including the funds themselves.
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Morningstar analyst ratings are not credit or risk ratings. This is a subjective estimate of Morningstar’s manager research analysts. Morningstar rates funds on five key pillars: Process, Performance, People, Parents and Price. Analysts use this five-pillar assessment to determine how funds will perform over the long term, taking risk into account. Quantitative and qualitative factors are considered in the survey and the weight of each column can be changed. The analyst rating scale is Gold, Silver, Bronze, Neutral, Negative. A Morningstar analyst rating of gold, silver or bronze reflects the analyst’s belief about the fund’s outlook. Analyst ratings are continuously monitored and re-evaluated at least once every 14 months.
Morningstar analyst ratings should not be used as the sole basis for evaluating a fund, involve unknown risks and uncertainties that may cause the manager’s research team’s expectations not to occur or differ materially from those expected, and should not be considered an offer.
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