JAKIX Mutual Fund
JAKIX Mutual Fund
JAKIX Mutual Fund
JPMorgan Smartretirement 2060 Fund Class R5
JAKIX Mutual Fund Overview
JAKIX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R5) is managed by J.P. Morgan Asset Management with $223.1M in net assets. JAKIX expense ratio is 0.49%, holding 22 positions across sectors including Financials. Inception date: 2016-08-31.
JAKIX performance shows a YTD return of 10.35%. The 1-year return is 16.56% and the 5-year return is 8.63%. JAKIX dividend yield stands at 3.95%, paid annually.
JAKIX top holdings include JPMorgan International Research Enhanced Equity ETF (13.2%), U.S. Equity Fund, Class R6 (12.0%), U.S. Research Enhanced Equity Fund, Class R6 (11.8%), Jpmorgan Growth Advantage Fund Class R6 (11.4%), Value Advantage Fund, Class R6 (11.3%). 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.