JAKEX Mutual Fund

JAKEX Mutual Fund (JPMorgan SmartRetirement Blend 2070 Fund Class R2) is managed by J.P. Morgan Asset Management with $21,305.31 in net assets. JAKEX expense ratio is 0.92%, holding 14 positions across sectors including Financials. Inception date: 2026-02-27.

JAKEX performance shows data across multiple time periods..

JAKEX top holdings include Jpmorgan Equity Index Fund, Class R6 (47.6%), Jpmorgan Betabuilders International Equity ETF (23.2%), SPDR Portfolio S&P 400 Mid Cap ETF (6.5%), Jpmorgan Core Plus Bond Fund, Class R6 (4.7%), Jpmorgan Emerging Markets Research Enhanced Equity Fund, Class R6 (4.4%). Go to all JAKEX holdings, JAKEX sectors, or JAKEX dividends.

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