Jeffrey Geller - JPMorgan SmartRetirement Insider

JPMorgan SmartRetirement 2025 R5 -- USA Fund  

USD 19.45  0.15  0.78%

Fund Manager

Jeffrey Geller, managing director, is a Chief Investment Officer of MultiAsset Solutions, where he is responsible for investment oversight of all mandates managed in New York. This includes providing oversight with respect to manager and strategy suitability and fit and ensuring that the teams asset allocation views are reflected appropriately across a diverse set of mandates. Jeff is also a portfolio manager for less constrained multiasset class portfolios as well as portfolios with alternatives exposure. Before joining the Firm in 2006, Jeff was director of Hedge Fund Investments at Russell Investment Group and served as chairman of the firms hedge fund investment committee. Prior to that, he was a senior partner at Credit Suisse Asset Managements BEA Associates unit where he had responsibility for managing equity, currency overlay and relative value arbitrage strategies. Jeff earned a Bachelor of Arts in government from Clark University and an M.B.A. in finance from the Univers
        
800-480-4111  

Management Performance (%)

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One Year Return

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Andrew DierdorfFidelity Advisor Freedom 2025 C
-1.98%
Andrew DierdorfFidelity Freedom 2025 K
0.0%
Jerome ClarkT Rowe Price Retirement I 2025
0.0%
Radu GabudeanAmerican Century One Choice 202
4.21%
Andrew DierdorfFidelity Freedom Index 2025 Ins
0.0%
Radu GabudeanAmerican Century One Choice 202
4.94%

Fund Summary

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. JPMorgan SmartRetirement is traded on NASDAQ Stock Exchange in USA.The fund is listed under Target-Date 2025 category and is part of JPMorgan family.

Fund Performance Indicators

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