JPMorgan SmartRetirement 2050 Fund R5 Class
JTSIX
NASDAQ- -
USD
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Capital Structure
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Columbus OH 43240 New York NY United States of America 10172
- IPO Date
- Jul 31, 2007
- CIK
- 0001217286
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan SmartRetirement 2050 Fund Class R5 (JTSIX) is a target-date mutual fund managed by J.P. Morgan Asset Management that seeks high total return until its target date of around 2050, thereafter shifting toward current income and capital preservation through a dynamic glide path that gradually reduces equity exposure and increases fixed-income allocations. The fund invests primarily in a diversified portfolio of approximately 20 underlying J.P. Morgan strategies across equities and bonds, including U.S. large-cap blend funds such as JPMorgan U.S. Equity Fund Class R6 (JUEMX, 11.99%) and JPMorgan U.S. Research Enhanced Equity Fund Class R6 (JDEUX, 11.94%); growth and value equity funds like JPMorgan Growth Advantage Fund Class R6 (JGVVX, 11.64%) and JPMorgan Value Advantage Fund Class R6 (JVAYX, 10.96%); international and global equities including JPMorgan International Research Enhanced Equity ETF (JIRE, 13.11%) and JPMorgan Global Select Equity ETF (JGLO, 9.30%); emerging markets equity funds such as JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA, 3.25%); mid- and small-cap ETFs like JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, 3.98%); and fixed-income holdings including JPMorgan Core Plus Bond Fund Class R6 (JCPUX, 4.50%), JPMorgan Core Bond Fund Class R6 (JCBUX, 1.50%), and JPMorgan High Yield Fund Class R6 (JHYUX, 1.35%), with additional exposure to real estate through JPMorgan Realty Income ETF (JPRE, 1.34%) and minor cash equivalents. Launched in July 2007 as part of the broader JPMorgan SmartRetirement series introduced in 2006, the fund is headquartered in New York, New York, and primarily serves retirement plan participants such as those in 401(k)s targeting investors planning to retire around 2050, with total assets under management of approximately $3.2 billion as of late 2025. Recent strategic adjustments include a 2 percentage point reduction in equity allocations for funds dated 2035 or later in 2024, reflecting research findings that investors require less risk to meet retirement goals; extension of the post-retirement glide path in 2021-22 via the SmartSpending program to support spending until age 100 based on participant behavior data from Chase Bank partnerships; implementation starting November 2024 of a merger into the SmartRetirement Income Fund several years post-target date while retaining online spend-down guidance tools; and leadership changes with Ove Fladberg named head of the target-date team in early 2025, departures of Silvia Trillo in August 2025 and Jeffrey Geller slated for early 2026, alongside additions like Anshul Mohan in 2023 and Michael Conrath as chief retirement strategist. In August 2024, J.P. Morgan Asset Management launched SmartRetirement Lifetime Income, a complementary target-date solution incorporating lifetime annuity payments from insurers such as Equitable and Prudential to enhance decumulation options for the broader SmartRetirement series. The fund operates within the target-date 2050 category under a large-blend investment style with a low expense ratio of 0.10% and moderate credit quality/interest-rate sensitivity, focusing on U.S. and global institutional and retail retirement investors.