JAKBX Mutual Fund

JAKBX Mutual Fund (JPMorgan SmartRetirement 2070 Fund Class R6) is managed by J.P. Morgan Asset Management with $2.1M in net assets. JAKBX expense ratio is 0.40%, holding 23 positions across sectors including Financials. Inception date: 2026-02-27.

JAKBX performance shows data across multiple time periods..

JAKBX top holdings include JPMorgan International Research Enhanced Equity ETF (13.0%), Jpmorgan Growth Advantage Fund Class R6 (11.4%), Value Advantage Fund, Class R6 (11.3%), U.S. Equity Fund, Class R6 (11.1%), U.S. Research Enhanced Equity Fund, Class R6 (10.8%). Go to all JAKBX holdings, JAKBX sectors, or JAKBX dividends.

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