JAKEX Mutual Fund

NAV$16.26

AUM$21,912.47

TER0.92%

Holdings14

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JAKEX Mutual Fund

NAV$16.26

JPMorgan SmartRetirement Blend 2070 Fund Class R2

AUM$21,912.47

TER0.92%

Holdings14

See how much of JAKEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of JAKEX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

JAKEX Mutual Fund Sector Allocation

JAKEX sector allocation breaks down across Financials (11.5%). Across 14 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

JAKEX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

JAKEX by country shows geographic exposure. JAKEX overlap reveals how sector exposure compares with other funds.