JPMorgan SmartRetirement 2065 Fund — new fund registration

JPMORGAN TRUST IV registered 2 new fund series on Form 485APOS, filed 2022-08-12. Featured series: JPMorgan SmartRetirement 2065 Fund.

Registration

Registrant / trust: JPMORGAN TRUST IV
CIK: 0001659326
Form: 485APOS
Filed: 2022-08-12
State of incorporation: DE
Accession: 0001193125-22-219521
Reported net assets: $143.3M

Series & classes (14)

Series	Class	Ticker	New
JPMorgan SmartRetirement 2065 Fund	Class R6	JSMOX	Yes
JPMorgan SmartRetirement 2065 Fund	Class C	JSMHX	Yes
JPMorgan SmartRetirement 2065 Fund	Class I	JSMJX	Yes
JPMorgan SmartRetirement 2065 Fund	Class R2	JSMKX	Yes
JPMorgan SmartRetirement 2065 Fund	Class R3	JSMPX	Yes
JPMorgan SmartRetirement 2065 Fund	Class R4	JSMLX	Yes
JPMorgan SmartRetirement 2065 Fund	Class A	JSMEX	Yes
JPMorgan SmartRetirement 2065 Fund	Class R5	JSMMX	Yes
JPMorgan SmartRetirement Blend 2065 Fund	Class I	JSBSX	Yes
JPMorgan SmartRetirement Blend 2065 Fund	Class R2	JSBZX	Yes
JPMorgan SmartRetirement Blend 2065 Fund	Class R3	JSBPX	Yes
JPMorgan SmartRetirement Blend 2065 Fund	Class R4	JSBQX	Yes
JPMorgan SmartRetirement Blend 2065 Fund	Class R5	JSMDX	Yes
JPMorgan SmartRetirement Blend 2065 Fund	Class R6	JSBYX	Yes

Fees (from the effective prospectus)

12b-1 fee: 0.00%
Gross expense ratio: 0.89%
Management fee: 0.00%
Net expense ratio: 0.40%
Other expenses: 0.49%

Investment objective

The Fund 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.

Advisers

J.P. Morgan Investment Management Inc. (Advisor)