JAKAX Mutual Fund

JAKAX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class A) is managed by J.P. Morgan Asset Management with $78.6M in net assets. JAKAX expense ratio is 0.83%, holding 24 positions across sectors including Financials. Inception date: 2016-08-31.

JAKAX performance shows a YTD return of 8.20%. The 1-year return is 17.13% and the 5-year return is 8.33%. JAKAX dividend yield stands at 3.64%, paid annually.

JAKAX top holdings include JPMorgan International Research Enhanced Equity ETF (13.1%), U.S. Research Enhanced Equity Fund, Class R6 (11.8%), U.S. Equity Fund, Class R6 (11.7%), Jpmorgan Growth Advantage Fund Class R6 (11.3%), Value Advantage Fund, Class R6 (11.1%). Go to all JAKAX holdings, JAKAX sectors, or JAKAX dividends.

JAKAX can be compared against other funds. Use JAKAX overlap to find shared positions, or JAKAX vs another fund for a side-by-side view. JAKAX alternatives are available via the screener, along with tax-loss harvesting opportunities.