JAKHX Mutual Fund

JAKHX Mutual Fund (JPMorgan SmartRetirement Blend 2070 Fund Class R5) is managed by J.P. Morgan Asset Management with $21,014.58 in net assets. JAKHX expense ratio is 0.27%, holding 14 positions across sectors including Financials. Inception date: 2026-02-27.

JAKHX performance shows data across multiple time periods..

JAKHX top holdings include Jpmorgan Equity Index Fund, Class R6 (47.3%), Jpmorgan Betabuilders International Equity ETF (22.6%), SPDR Portfolio S&P 400 Mid Cap ETF (6.5%), Jpmorgan Core Plus Bond Fund, Class R6 (5.0%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.1%). Go to all JAKHX holdings, JAKHX sectors, or JAKHX dividends.

JAKHX can be compared against other funds. Use JAKHX overlap to find shared positions, or JAKHX vs another fund for a side-by-side view. JAKHX alternatives are available via the screener, along with tax-loss harvesting opportunities.