JAKZX Mutual Fund
JAKZX Mutual Fund
JAKZX Mutual Fund
JPMorgan Smartretirement 2060 Fund Class R2
JAKZX Mutual Fund Overview
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.