JACSX Mutual Fund
JACSX Mutual Fund
JACSX Mutual Fund
JPMorgan SmartRetirement Blend 2060 Fund Class I
JACSX Mutual Fund Overview
JACSX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class I) is managed by J.P. Morgan Asset Management with $17.1M in net assets. JACSX expense ratio is 0.42%, holding 16 positions across sectors including Financials. Inception date: 2016-08-31.
JACSX performance shows a YTD return of 10.45%. The 1-year return is 21.57% and the 5-year return is 9.49%. JACSX dividend yield stands at 1.96%, paid annually.
JACSX 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 (5.7%), Jpmorgan Core Plus Bond Fund, Class R6 (4.7%), Jpmorgan Emerging Markets Research Enhanced Equity Fund, Class R6 (4.3%). Go to all JACSX holdings, JACSX sectors, or JACSX dividends.
JACSX can be compared against other funds. Use JACSX overlap to find shared positions, or JACSX vs another fund for a side-by-side view. JACSX alternatives are available via the screener, along with tax-loss harvesting opportunities.