# Product Facts - JPMorgan SmartRetirement Blend 2070 Fund

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-01T21:25:29.109758972Z.

## Identity

- **Fund Name**: JPMorgan SmartRetirement Blend 2070 Fund
- **Share Class Name**: JPMorgan SmartRetirement Blend 2070 Fund-R3
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-smartretirement-blend-2070-fund-r3-46655r796)
- **Ticker**: JAKFX
- **CUSIP**: 46655R796
- **Fund Type**: MUTUAL FUND
- **Asset Class**: Asset Allocation
- **Fund Inception Date**: 02/27/2026
- **Share Class Inception Date**: 02/27/2026
- **Investment Objective**: The Fund seeks high total return with a shift to current income and some capital appreciation over time as the Fund approaches and passes the target retirement date.

## Fund Facts

- **Ticker**: JAKFX
- **CUSIP**: 46655R796
- **Share Class Number**: 4374
- **Asset Class**: Asset Allocation
- **Fund Inception Date**: 02/27/2026
- **Share Class Inception Date**: 02/27/2026

## Fund Stats

- **NAV  As of 09/30/2026**: $15.94
- **NAV Change ($) As of 09/30/2026**: $-0.06
- **NAV Change (%) As of 09/30/2026**: -0.38%
- **Fund Assets As of 09/30/2026**: $6.40mn

## Portfolio Managers

### Daniel Oldroyd

- **In the industry**: 27 years
- **With J.P. Morgan**: 26 years
- **Managing this fund**: Less than one year

### Ove Fladberg

- **In the industry**: 27 years
- **With J.P. Morgan**: 23 years
- **Managing this fund**: Less than one year

### Anshul Mohan

- **In the industry**: 16 years
- **With J.P. Morgan**: 16 years
- **Managing this fund**: Less than one year

## Documents

- [Factsheet: JPMorgan SmartRetirement Blend 2070 Fund (R3)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/fact-sheet/asset-allocation/fs-srb2070-r3.pdf)
- [Supplemental Data Sheet - SmartRetirement Blend 2070 Fund - (Quarterly)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/mfdp/mfdp-srb2070-1.pdf)
- [Summary Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/46655R796/SP?site=JPMorganv3)
- [Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/46655R796/P?site=JPMorganv3)
- [Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/46655R796/AR?site=JPMorganv3)
- [Annual Financial Statements and Other Information](https://am.jpmorgan.com/JPMorgan/TVT/46655R796/NCSR?site=JPMorganv3)
- [Semi-Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/46655R796/SAR?site=JPMorganv3)
- [Semi-Annual Financial Statements and Other Information](https://am.jpmorgan.com/JPMorgan/TVT/46655R796/NCSRS?site=JPMorganv3)
- [First Quarter Holding](https://am.jpmorgan.com/JPMorgan/TVT/46655R796/QH1?site=JPMorganv3)
- [Third Quarter Holding](https://am.jpmorgan.com/JPMorgan/TVT/46655R796/QH3?site=JPMorganv3)
- [Statement of Additional Information](https://am.jpmorgan.com/JPMorgan/TVT/46655R796/S?site=JPMorganv3)
- [Annual Report Of Proxy Voting](https://am.jpmorgan.com/JPMorgan/TVT/46655R796/NPX?site=JPMorganv3)