JAKAX Mutual Fund

JAKAX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class A) is managed by J.P. Morgan Asset Management with $65.6M in net assets. JAKAX expense ratio is 0.83%, holding 22 positions across sectors including Financials. Inception date: 2016-08-31.

JAKAX performance shows a YTD return of 10.12%. The 1-year return is 16.19% and the 5-year return is 8.26%. JAKAX dividend yield stands at 3.64%, paid annually.

JAKAX top holdings include JPMorgan International Research Enhanced Equity ETF (13.2%), U.S. Equity Fund, Class R6 (12.0%), U.S. Research Enhanced Equity Fund, Class R6 (11.8%), Jpmorgan Growth Advantage Fund Class R6 (11.4%), Value Advantage Fund, Class R6 (11.3%). 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.