# Product Snapshot - JPMorgan SmartRetirement Blend 2060 Fund > Audience: country=us, language=en, role=adv. > Generated: 2026-10-20T12:32:55.951129012Z. ## Identity - **Fund Name**: JPMorgan SmartRetirement Blend 2060 Fund - **Share Class Name**: JPMorgan SmartRetirement Blend 2060 Fund-R3 - **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-smartretirement-blend-2060-fund-r3-46641u176) - **Ticker Symbol**: JATQX - **CUSIP**: 46641U176 - **Fund Type**: MUTUAL FUND - **Asset Class**: Asset Allocation ## Media ### Target date funds that help put participants on the path to the retirement they’ve earned Built on real-life participant behaviors, the JPMorgan SmartRetirement Blend 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. - Focuses on delivering a well-diversified portfolio – combining active and passive strategies – with an appropriate asset allocation for participants who plan to retire around the target retirement year. - Managed by an experienced Multi-Asset Solutions team with full access to insights from J.P. Morgan's asset class specialists. A glide path designed for real-world participant behavior and market realities - **Image**: [Featured image](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/americas/us/en/images/npe-featured-images/web-glide-path-1460x800.svg) [Disclosure 1] ## Fund Facts - **Ticker**: JATQX - **CUSIP**: 46641U176 - **Share Class Number**: 2688 - **Asset Class**: Asset Allocation - **Fund Inception Date**: 08/31/2016 - **Share Class Inception Date**: 05/31/2017 - **ESG Approach**: Integrated [Disclosure 2] ## Fund Stats - **NAV As of 10/19/2026**: $33.76 - **NAV Change ($) As of 10/19/2026**: $0.02 - **NAV Change (%) As of 10/19/2026**: 0.06% - **Fund Assets As of 10/19/2026**: $1.15bn - **YTD As of 10/19/2026**: 11.13% ## Fees & Charges ### Fees - **Gross Expenses**: 0.91% - **Net Expenses**: 0.67% [Disclosure 3] ## Portfolio Managers ### Daniel Oldroyd - **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/daniel-oldroyd/) - **In the industry**: 27 years - **With J.P. Morgan**: 26 years - **Managing this fund**: 10 years ### Ove Fladberg - **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/ove-fladberg/) - **In the industry**: 27 years - **With J.P. Morgan**: 23 years - **Managing this fund**: 4 years ### Anshul Mohan - **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/anshul-mohan/) - **In the industry**: 16 years - **With J.P. Morgan**: 16 years - **Managing this fund**: 2 years ## Ratings ### Morningstar Overview Ratings - **Category: **: Target-Date 2060 - **As of **: 09/30/2026 - **Overall**: 3 of 5 stars - **Funds in Category**: 181 Funds in Category - **3 Year**: 3 of 5 stars - **Funds in Category**: 181 Funds in Category - **5 Year**: 3 of 5 stars - **Funds in Category**: 172 Funds in Category - **10 Year**: - - **Funds in Category**: - [Disclosure 4] ### Morningstar Overview Ranking - **Category: **: Target-Date 2060 - **As of **: 09/30/2026 - **1 Year**: Rank 88 - **Funds in Category**: 184 Funds in Category - **Group Percentile**: 55% - **3 Year**: Rank 107 - **Funds in Category**: 181 Funds in Category - **Group Percentile**: 65% - **5 Year**: Rank 80 - **Funds in Category**: 172 Funds in Category - **Group Percentile**: 57% - **10 Year**: - - **Funds in Category**: - - **Group Percentile**: - [Disclosure 5] ### Morningstar Medalist Rating - **Morningstar Medalist Rating™**: Bronze - **As of **: 09/29/2026 - **Category: **: Target-Date 2060 - **Analyst-Driven %: **: 100 - **Data Coverage %: **: 100 [Disclosure 6] ### Lipper Rankings: Mixed-Asset Target 2060 Funds - **As of**: 09/30/2026 - **1 Year**: Rank 84 - **Funds in Category**: 175 Funds in Category - **Group Percentile**: 48% - **3 Year**: Rank 99 - **Funds in Category**: 172 Funds in Category - **Group Percentile**: 58% - **5 Year**: Rank 75 - **Funds in Category**: 163 Funds in Category - **Group Percentile**: 46% - **10 Year**: - - **Funds in Category**: - - **Group Percentile**: - [Disclosure 7] ## Portfolio ### Portfolio Stats - **Number of Holdings** (As of 09/30/2026): 13 - **Fund Assets** (As of 09/30/2026): $1.14bn - **Turnover Ratio (Trailing 12 month) (6/30/2025)**: 25.11% ## Documents - [Factsheet: JPMorgan SmartRetirement Blend 2060 Fund (R3)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/fact-sheet/asset-allocation/FS-SRB2060-R3.PDF) - [SmartRetirement Commentary: Blend Mutual Funds](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/commentary/FC-SR-BMF.pdf) - [Brochure: SmartRetirement Funds](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/brochure/BRO-SR-SRB.pdf) - [Section 19a Notice - December 2025](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/section-19-notices/section-19a-notice-annual-mutual-funds-fof.pdf) - [Supplemental Data Sheet - SmartRetirement Blend 2060 Fund - (Quarterly)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/mfdp/MFDP-SRB2060-1.PDF) - [Summary Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/46641U176/SP?site=JPMorganv3) - [Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/46641U176/P?site=JPMorganv3) - [Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/46641U176/AR?site=JPMorganv3) - [Annual Financial Statements and Other Information](https://am.jpmorgan.com/JPMorgan/TVT/46641U176/NCSR?site=JPMorganv3) - [Semi-Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/46641U176/SAR?site=JPMorganv3) - [Semi-Annual Financial Statements and Other Information](https://am.jpmorgan.com/JPMorgan/TVT/46641U176/NCSRS?site=JPMorganv3) - [First Quarter Holding](https://am.jpmorgan.com/JPMorgan/TVT/46641U176/QH1?site=JPMorganv3) - [Third Quarter Holding](https://am.jpmorgan.com/JPMorgan/TVT/46641U176/QH3?site=JPMorganv3) - [Statement of Additional Information](https://am.jpmorgan.com/JPMorgan/TVT/46641U176/S?site=JPMorganv3) - [Annual Report Of Proxy Voting](https://am.jpmorgan.com/JPMorgan/TVT/46641U176/NPX?site=JPMorganv3) ## Disclosures 1. Chart source: J.P. Morgan Asset Management. The target asset allocation depicts the Fund’s targeted weights based on J.P. Morgan’s internal analysis. The Fund’s actual allocations may differ due to changes to these allocations. Diversification and asset allocation do not guarantee investment returns and do not eliminate the risk of loss. Past performance does not guarantee future results. Inflation Managed is allocated to TIPS (Treasury Inflation-Protected Securities): Treasury bonds adjusted to eliminate the inflation effects 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, providing investors of all types with regular income streams, diversification and long-term capital appreciation. For illustrative purposes only. 2. This Fund considers financially material environmental, social and governance ("ESG") factors as part of the Fund's investment process. In actively managed assets deemed by J.P. Morgan Asset Management to be ESG integrated under our governance process, we systematically assess financially material ESG factors amongst other factors in our investment decisions with the goals of managing risk and improving long-term returns. ESG integration does not change a strategy's investment objective, exclude specific types of companies or constrain a strategy's investable universe. 3. The Fund's adviser and/or its affiliates have contractually agreed to waive fees and/or reimburse expenses to the extent Total Annual Fund Operating Expenses (excluding acquired fund fees and expenses, dividend and interest expenses related to short sales, interest, taxes, expenses related to litigation and potential litigation and extraordinary expenses) exceed 0.670% of the average daily net assets. The Fund may invest in one or more money market funds advised by the adviser or its affiliates (affiliated money market funds). The Fund's adviser has contractually agreed to waive fees and/or reimburse expenses in an amount sufficient to offset the fees and expenses of the affiliated money market funds incurred by the Fund because of the Fund's investment in such money market funds. These waivers are in effect through 10/31/2026, at which time the adviser will determine whether to renew or revise it. The difference between net and gross fees includes all applicable fee waivers and expense reimbursements. 4. Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. 5. The ranking information is provided by Morningstar. Past performance is no guarantee of future results. Rankings are calculated based upon the total returns of multiple share classes within their respective Morningstar category. Different share classes may have different rankings. 6. The Morningstar Medalist RatingTM is a summary expression of Morningstar's forward-looking analysis of investment strategies using a rating scale of Gold, Silver, Bronze, Neutral and Negative. Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Products are evaluated on three key pillars (People, Parent, and Process) which, when coupled with fees, forms the basis for Morningstar's conviction in those products' investment merits and determines the Medalist Rating assigned. Products are sorted by expected performance into rating groups defined by their Morningstar Category and their active or passive status. Analyst-covered products are assigned the three pillar ratings based on the analyst's qualitative assessment, subject to the Analyst Rating Committee's oversight, monitored and reevaluated at least every 14 months. Ratings are assigned monthly for vehicles covered either indirectly by analysts or by algorithm. For more detailed information including methodology, please go to global.morningstar.com/managerdisclosures.Ratings and rankings should not be used as the sole basis in evaluating an investment product and should not be considered an offer or solicitation to buy or sell the investment product.©2026Morningstar Inc. All rights reserved. Morningstar information is proprietary to Morningstar and/or its content providers, may not be copied or distributed and is not warranted to be accurate, complete or timely. 7. The ranking information is provided by Lipper Analytical Services. Past performance is no guarantee of future results. Rankings are calculated based upon the total returns of multiple share classes within their respective Lipper category. Different share classes may have different rankings.