JACSX Mutual Fund

JACSX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class I) is managed by J.P. Morgan Asset Management with $17.5M 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 9.48%. JACSX dividend yield stands at 2.01%, 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 (5.5%), Jpmorgan Core Plus Bond Fund, Class R6 (4.9%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). 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.