Target Date Compass℠
Evaluate and select target date funds with greater knowledge and confidenceSM
This is an industry-leading target date fund evaluation tool that provides a standardized, systematic process for evaluating and selecting target date funds.
THE BENEFITS OF TARGET DATE COMPASS
TARGET DATE FUNDS. Target date funds are funds with the target date being the approximate date when investors plan to start withdrawing their money. Generally, the asset allocation of each fund will change on an annual basis with the asset allocation becoming more conservative as the fund nears the target retirement date. The principal value of the fund(s) is not guaranteed at any time, including at the target date.
*TDFs may suffer investment losses, including near and following retirement. There is no guarantee that a TDF will provide adequate retirement income.
1 PLANADVISER magazine 2016 Retirement Plan Advisor Survey.
2 Morningstar, Inc. Trailing 5-Year period. Based on rankings for the R6 share class of each fund versus their relevant Morningstar target date category as of 12/31/16. Different share classes may have different rankings.
3 Chatham Partners Satisfaction Survey, 2015 J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co., and its affiliates worldwide.
Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 for a prospectus. Carefully consider the fund's objectives, risks, charges and expenses of the mutual fund before investing. The prospectus contains this and other fund information. Read it carefully before investing.
J.P. Morgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA/SIPC.