TDF Providers
JP Morgan
JP Morgan SmartRetirement Blend Mutual FundsOVERVIEW | |
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NUMBER OF FUNDS IN SERIES | 17 |
DELIVERY VEHICLE | MF |
UNDERLYING FUNDS | |
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VEHICLES | MF, ETF |
FUND MANAGEMENT APPROACH | Active/Passive |
ATTRIBUTES | |
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TACTICAL GLIDE PATH DEVIATION | Yes, 5%-20% |
FUND LANDING POINT | At TD |
UNAFFILIATED MANAGERS | |
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FEATURES | Yes [Index] |
% OF ASSETS MANAGED | 56.7-81.4% |
LARGEST | iShares |
LARGEST % OF ASSETS | ~0.5% varies |
ASSETS UNDER MANAGEMENT | |
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YEAR END 2015 ($mm) | 878 |
YEAR END 2016 ($mm) | 1,113 |
Q2 2017 ($mm) | 2,270 |
Footnote: | |
MF = Mutual fund | |
CIT = Collective investment trust | |
ETF = Exchange -traded fund | |
SA = Separate account | |
VP = Variable portfolio | |
R = Not reported. YATD = years after target date | |
YBTD = years before target date. |