JAAYX Mutual Fund
JAAYX Mutual Fund
JAAYX Mutual Fund
JPMorgan SmartRetirement Blend 2060 Fund Class R6
JAAYX Mutual Fund Overview
JAAYX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.07B in net assets. JAAYX expense ratio is 0.17%, holding 16 positions across sectors including Financials. Inception date: 2016-08-31.
JAAYX performance shows a YTD return of 10.61%. The 1-year return is 21.88% and the 5-year return is 9.75%. JAAYX dividend yield stands at 2.21%, paid annually.
JAAYX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.7%), Jpmorgan Betabuilders International Equity ETF (22.9%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.5%), Jpmorgan Core Plus Bond Fund, Class R6 (4.9%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). Go to all JAAYX holdings, JAAYX sectors, or JAAYX dividends.
JAAYX can be compared against other funds. Use JAAYX overlap to find shared positions, or JAAYX vs another fund for a side-by-side view. JAAYX alternatives are available via the screener, along with tax-loss harvesting opportunities.