JAKCX Mutual Fund
JAKCX Mutual Fund
JAKCX Mutual Fund
JPMorgan Smartretirement 2060 Fund Class C
JAKCX Mutual Fund Overview
JAKCX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class C) is managed by J.P. Morgan Asset Management with $3.7M in net assets. JAKCX expense ratio is 1.39%, holding 22 positions across sectors including Financials. Inception date: 2016-08-31.
JAKCX performance shows a YTD return of 9.68%. The 1-year return is 15.49% and the 5-year return is 7.65%. JAKCX dividend yield stands at 3.22%, paid annually.
JAKCX 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 JAKCX holdings, JAKCX sectors, or JAKCX dividends.
JAKCX can be compared against other funds. Use JAKCX overlap to find shared positions, or JAKCX vs another fund for a side-by-side view. JAKCX alternatives are available via the screener, along with tax-loss harvesting opportunities.