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JPMorgan SmartRetirement ® 2015 Fund - R2 (JSFZX)

JPMorgan SmartRetirement ® 2015 Fund - R2 (JSFZX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Sales Materials
SmartRetirement funds brochure
Updated as of: 02/28/14

A discussion about target date funds and the SmartRetirement Funds.

8 pages Presents in 10 minutes
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Global Multi-Asset Group brochure
Updated as of: 08/31/13

Blending multiple assets into single investments to maximize diversification, return potential and manager flexibility

6 pages
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Quarterly Commentary: JPMorgan SmartRetirement 2015 Fund
Updated as of: 12/31/13

Latest commentary and market analysis from the portfolio management team.


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Quarterly Fact Sheet: JPMorgan SmartRetirement 2015 (R2)
Updated as of: 03/31/14

Investment objectives, performance, top holdings and other key fund information.


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Ready! Fire! Aim?
Updated as of: 03/31/07

This white paper provides an in-depth discussion on how some target date fund designs are missing the mark on providing retirement security to those who need it most.

44 pages Reviews in 25 minutes View more details >

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Ready! Fire! Aim? 2012
Updated as of: 08/31/13

An update to our industry-defining research published in 2007, Ready! Fire! Aim? 2012 analyzed DC participant behaviors and compared TDF designs to challenge commonly held assumptions.

24 Pages View more details >

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Target Date Compass Overview
Updated as of: 03/31/13

Learn about our Target Date Compass and how it can help identify the TDF type that best aligns with the plan's objectives.

2 pages View more details >

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Ready! Fire! Aim? 2009
Updated as of: 12/01/09

2009 Ready! Fire! Aim? analyzed DC participant behaviors and compared TDF designs to challenge commonly held assumptions.

20 pages View more details >

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Ready! Fire! Aim? 2009 for defaulted participants
Updated as of: 04/01/10

Differentiate between commonly held beliefs about participant behavior and the results of our research.

12 pages View more details >

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SmartRetirement Funds participant presentation
Updated as of: 07/31/13

Introducing the JPMorgan SmartRetirement Funds to plan participants

19 pages Presents in 25 minutes View more details >


Perspectives: Interest rates in motion
Updated as of: 08/19/13

Daniel Oldroyd discusses the potential impact of rising interest rates on target date funds.

8 Pages
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