JAKCX Mutual Fund

JAKCX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class C) is managed by J.P. Morgan Asset Management with $3.9M in net assets. JAKCX expense ratio is 1.39%, holding 24 positions across sectors including Financials. Inception date: 2016-08-31.

JAKCX performance shows a YTD return of 7.81%. The 1-year return is 16.43% and the 5-year return is 7.71%. JAKCX dividend yield stands at 3.22%, paid annually.

JAKCX 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 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.