JAKIX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R5) is managed by J.P. Morgan Asset Management with $218.9M in net assets. JAKIX expense ratio is 0.49%, holding 24 positions across sectors including Financials. Inception date: 2016-08-31.

JAKIX performance shows a YTD return of 9.13%. The 1-year return is 19.09% and the 5-year return is 8.93%. JAKIX dividend yield stands at 4.00%, paid annually.

JAKIX 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 JAKIX holdings, sector breakdown, or dividend history.

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