JAKDX Mutual Fund

JAKDX Mutual Fund (JPMorgan SmartRetirement Blend 2070 Fund Class I) is managed by J.P. Morgan Asset Management with $21,962.57 in net assets. JAKDX expense ratio is 0.42%, holding 14 positions across sectors including Financials. Inception date: 2026-02-27.

JAKDX performance shows data across multiple time periods..

JAKDX top holdings include Jpmorgan Equity Index Fund, Class R6 (47.3%), Jpmorgan Betabuilders International Equity ETF (22.6%), SPDR Portfolio S&P 400 Mid Cap ETF (6.5%), Jpmorgan Core Plus Bond Fund, Class R6 (5.0%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.1%). Go to all JAKDX holdings, JAKDX sectors, or JAKDX dividends.

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