JAKCX Mutual Fund

JAKCX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class C) is managed by J.P. Morgan Asset Management with $4.0M 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 7.70%. JAKCX dividend yield stands at 3.27%, paid annually.

JAKCX top holdings include JPMorgan International Research Enhanced Equity ETF (12.8%), U.S. Research Enhanced Equity Fund, Class R6 (11.9%), U.S. Equity Fund, Class R6 (11.7%), Value Advantage Fund, Class R6 (11.4%), Jpmorgan Growth Advantage Fund Class R6 (11.2%). 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.