JAKFX Mutual Fund

JAKFX Mutual Fund (JPMorgan SmartRetirement Blend 2070 Fund Class R3) is managed by J.P. Morgan Asset Management with $23,035.33 in net assets. JAKFX expense ratio is 0.67%, holding 14 positions across sectors including Financials. Inception date: 2026-02-27.

JAKFX performance shows data across multiple time periods..

JAKFX 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 JAKFX holdings, JAKFX sectors, or JAKFX dividends.

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