JAKZX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R2) is managed by J.P. Morgan Asset Management with $20.6M in net assets. JAKZX expense ratio is 1.14%, holding 24 positions across sectors including Financials. Inception date: 2016-08-31.

JAKZX performance shows a YTD return of 8.80%. The 1-year return is 18.35% and the 5-year return is 8.23%. JAKZX dividend yield stands at 3.53%, paid annually.

JAKZX top holdings include JPMorgan International Research Enhanced Equity ETF (12.8%), U.S. Research Enhanced Equity Fund, Class R6 (11.9%), U.S. Equity Fund, Class R6 (11.7%), Value Advantage Fund, Class R6 (11.4%), Jpmorgan Growth Advantage Fund Class R6 (11.2%). View all JAKZX holdings, sector breakdown, or dividend history.

JAKZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAKZX alternatives are available via the screener, along with tax-loss harvesting opportunities.