JAKIX Mutual Fund

JAKIX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R5) is managed by J.P. Morgan Asset Management with $228.8M in net assets. JAKIX expense ratio is 0.49%, holding 24 positions across sectors including Financials. Inception date: 2016-08-31.

JAKIX performance shows a YTD return of 8.36%. The 1-year return is 17.50% and the 5-year return is 8.67%. JAKIX dividend yield stands at 4.03%, paid annually.

JAKIX 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 JAKIX holdings, JAKIX sectors, or JAKIX dividends.

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