PLANADVISER - July/August 2017 - FC2

Why SmartRetirement Blend Funds
are a smarter choice
The JPMorgan SmartRetirement Blend Fund target date series integrates
three key factors to help improve outcomes:
1
AN EDUCATED GLIDEPATH
Built by analyzing more than
10 years of retirement plan
participants' actual saving and
investing behaviors.
2
J.P. MORGAN'S ACTIVE
ADVANTAGE
Leveraging our global
investment platform, we
actively manage those asset
classes where we can add
the most value.
PROVEN SUCCESS
ALL VINTAGES rated
by Morningstar1
ALL VINTAGES ranked
TOP QUINTILE
over the trailing 3-yr period2
THE ONLY
target date portfolio team
named Morningstar Allocation
Fund Manager of the Year3
1 Source: Morningstar; as of 6/30/17. Overall ratings for R6 share class of each fund. Different share classes may have different ratings. Morningstar updates star ratings monthly.
2
3
Morningstar® Awards 2014. Morningstar, Inc. All rights reserved. The 2014 U.S. Allocation Fund Manager of the Year was awarded to the SmartRetirement team for the
management of the JPMorgan SmartRetirement Target Date Series (Institutional shares).
Contact J.P. Morgan Funds Advisor Service Center at 1-800-338-4345 or visit jpmorganfunds.com for a fund prospectus. Investors
should carefully consider the investment objectives and risks as well as charges and expenses of the mutual fund before investing.
The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing.
MORNINGSTAR DISCLOSURE:
The Morningstar RatingTM for funds, or " star rating " , is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchangetraded
funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange traded funds and open-ended mutual funds are considered a single
population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess
performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next
22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product
is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100%
three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10- year rating/30% five-year
rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most
recent three-year period actually has the greatest impact because it is included in all three rating periods. Rankings do not take sales loads into account.
Morningstar Ratings information for each vintage of the SmartRetirement Blend Funds as of 6/30/17: Income: Overall rating R6 shares; Target-Date Retirement Category; 137
funds. 3-yr rating, 4 stars; 137 funds. Five and 10-year periods not yet rated. 2020: Overall rating R6 shares; Target Date 2020 Category; 184 funds. 3-yr. rating, 4 stars; 184
funds. Five and 10-year periods not yet rated. 2025: Overall rating R6 shares; Target Date 2025 Category; 158 funds. 3-yr. rating, 4 stars; 158 funds. Five and 10-year periods not
yet rated. 2030: Overall rating R6 shares; Target Date 2030 Category; 184 funds. 3-yr. rating, 4 stars; 184 funds. Five and 10-year periods not yet rated. 2035: Overall rating R6
shares; Target Date 2035 Category; 158 funds. 3-yr. rating, 4 stars; 158 funds. Five and 10-year periods not yet rated. 2040: Overall rating R6 shares; Target Date 2040 Category;
184 funds. 3-yr. rating, 4 stars; 184 funds. Five and 10-year periods not yet rated. 2045: Overall rating R6 shares; Target Date 2045 Category; 158 funds. 3-yr. rating, 4 stars; 158
funds. Five and 10-year periods not yet rated. 2050: Overall rating R6 shares; Target Date 2050 Category; 176 funds. 3-yr. rating, 4 stars; 176 funds. Five and 10-year periods not
yet rated. 2055: Overall rating R6 shares; Target Date 2055 Category; 145 funds. 3-yr. rating, 4 stars; 145 funds. Five and 10-year periods not yet rated. 2060: Not yet rated.
J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. This communication is issued by
Distribution Services Inc. and J.P. Morgan Institutional Investments, Inc., both members of FINRA/SIPC.; and J.P. Morgan Investment Management Inc.
© JPMorgan Chase & Co., July 2017
Source: Morningstar; as of 6/30/17. Based on percentile rankings for the R6 share class of each fund versus their relevant Morningstar target date category. Different share classes
may have different rankings. Rankings do not take sales load into account.
3
LOWER FEES
We index those asset classes
where the cost effectiveness
of passive management is
most impactful.

http://www.jpmorganfunds.com

PLANADVISER - July/August 2017

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