The investment 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. The fund is a "fund of funds" that invests in other J.P. Morgan Funds (underlying funds), and is generally intended for investors expecting to retire around the year 2030 (target retirement date). It is designed to provide exposure to a variety of asset classes through investments in underlying funds, and over time the fund's asset allocation strategy will change.
Fund filings (PDF) »
Michael Schoenhaut (Started: May 15, 2006)
Jeffrey Geller (Started: Jul 2, 2008)
Daniel Oldroyd (Started: Nov 1, 2010)
Anne Lester (Started: May 15, 2006)
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