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  1. Historical distributions for American Funds allows you to search for share class specific dividend and capital gain distributions by month and year.

  2. The JPMorgan SmartRetirement ® 2065 Fund is generally intended for investors who plan to retire around the year 2065 (the target retirement year). Prior to reaching the target retirement year, the Fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the Fund approaches and passes ...

  3. 1 ημέρα πριν · The fund is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and exchange traded funds (ETFs) within the same group of investment companies (i.e., J.P. Morgan Funds), passive ETFs that are managed by unaffiliated investment advisers in certain limited instances (unaffiliated passive ETFs) and/or direct investments in ...

  4. Each SmartRetirement Fund name includes a retirement target date (e.g., SmartRetirement 2050) and is dynamically managed for that specific date. Use the menu below to choose the fund that’s closest to the year you plan to retire.

  5. Find your target date fund. The target date is the year closest to the year you plan to retire. To find your target date fund, add your birth year to the year you plan to retire and begin taking retirement withdrawals. The retirement age is 65 for many investors but may be different for you.

  6. 28 Σεπ 2022 · We divided the target-date retirement funds into quartiles using their average income returns over a five-year period (2017-21).

  7. Built on real-life participant behaviors, the JPMorgan SmartRetirement Funds are an all-in-one target date fund solution for any point of a participant’s retirement journey – from maximizing savings during working years to making those assets last throughout retirement.

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