JPMorgan SmartRetirement 2035 Fund C (SRJCX)
22.03
0.00 (0.00%)
USD |
Dec 04 2025
SRJCX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 3.08% |
| Stock | 66.31% |
| Bond | 30.20% |
| Convertible | 0.02% |
| Preferred | 0.08% |
| Other | 0.32% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 69.90% |
|---|---|
|
North America
|
68.70% |
| Canada | 0.62% |
| United States | 68.08% |
|
Latin America
|
1.20% |
| Argentina | 0.03% |
| Brazil | 0.29% |
| Chile | 0.03% |
| Colombia | 0.06% |
| Mexico | 0.25% |
| Peru | 0.05% |
| Venezuela | 0.01% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.17% |
|---|---|
| United Kingdom | 3.67% |
|
Europe Developed
|
11.58% |
| Austria | 0.06% |
| Belgium | 0.16% |
| Denmark | 0.41% |
| Finland | 0.13% |
| France | 2.76% |
| Germany | 1.86% |
| Greece | 0.05% |
| Ireland | 1.31% |
| Italy | 0.39% |
| Netherlands | 1.56% |
| Norway | 0.07% |
| Portugal | 0.01% |
| Spain | 0.65% |
| Sweden | 0.66% |
| Switzerland | 1.28% |
|
Europe Emerging
|
0.27% |
| Czech Republic | 0.00% |
| Poland | 0.05% |
| Turkey | 0.12% |
|
Africa And Middle East
|
0.65% |
| Egypt | 0.05% |
| Israel | 0.00% |
| Nigeria | 0.03% |
| Qatar | 0.01% |
| Saudi Arabia | 0.12% |
| South Africa | 0.16% |
| United Arab Emirates | 0.09% |
| Greater Asia | 9.64% |
|---|---|
| Japan | 3.73% |
|
Australasia
|
1.05% |
| Australia | 1.04% |
|
Asia Developed
|
2.67% |
| Hong Kong | 0.53% |
| Singapore | 0.51% |
| South Korea | 0.52% |
| Taiwan | 1.09% |
|
Asia Emerging
|
2.20% |
| China | 1.31% |
| India | 0.65% |
| Indonesia | 0.09% |
| Kazakhstan | 0.01% |
| Malaysia | 0.03% |
| Pakistan | 0.02% |
| Philippines | 0.02% |
| Thailand | 0.06% |
| Unidentified Region | 4.29% |
|---|
Bond Credit Quality Exposure
| AAA | 2.27% |
| AA | 20.54% |
| A | 8.59% |
| BBB | 13.73% |
| BB | 12.02% |
| B | 5.26% |
| Below B | 1.73% |
| CCC | 1.56% |
| CC | 0.05% |
| C | 0.05% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.07% |
| Not Rated | 5.78% |
| Not Available | 30.08% |
| Short Term | 0.00% |
As of September 30, 2025
Stock Sector Exposure
| Cyclical |
|
25.69% |
| Materials |
|
1.97% |
| Consumer Discretionary |
|
8.16% |
| Financials |
|
12.80% |
| Real Estate |
|
2.76% |
| Sensitive |
|
29.93% |
| Communication Services |
|
4.87% |
| Energy |
|
2.43% |
| Industrials |
|
7.81% |
| Information Technology |
|
14.82% |
| Defensive |
|
10.86% |
| Consumer Staples |
|
2.65% |
| Health Care |
|
6.40% |
| Utilities |
|
1.82% |
| Not Classified |
|
33.52% |
| Non Classified Equity |
|
0.05% |
| Not Classified - Non Equity |
|
33.47% |
As of September 30, 2025
Bond Sector Exposure
As of September 30, 2025
| Type | % Net |
|---|---|
| Government | 20.13% |
| Corporate | 39.39% |
| Securitized | 38.07% |
| Municipal | 0.11% |
| Other | 2.30% |
Bond Maturity Exposure
| Short Term |
|
5.58% |
| Less than 1 Year |
|
5.58% |
| Intermediate |
|
54.49% |
| 1 to 3 Years |
|
12.13% |
| 3 to 5 Years |
|
15.95% |
| 5 to 10 Years |
|
26.40% |
| Long Term |
|
39.08% |
| 10 to 20 Years |
|
11.43% |
| 20 to 30 Years |
|
22.38% |
| Over 30 Years |
|
5.27% |
| Other |
|
0.86% |
As of September 30, 2025