JAKPX Mutual Fund
JAKPX Mutual Fund
JAKPX Mutual Fund
JPMorgan Smartretirement 2060 Fund Class R3
JAKPX Mutual Fund Overview
JAKPX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R3) is managed by J.P. Morgan Asset Management with $8.2M in net assets. JAKPX expense ratio is 0.89%, holding 24 positions across sectors including Financials. Inception date: 2016-09-09.
JAKPX performance shows a YTD return of 8.11%. The 1-year return is 17.02% and the 5-year return is 8.23%. JAKPX dividend yield stands at 3.59%, paid annually.
JAKPX 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 JAKPX holdings, JAKPX sectors, or JAKPX dividends.
JAKPX can be compared against other funds. Use JAKPX overlap to find shared positions, or JAKPX vs another fund for a side-by-side view. JAKPX alternatives are available via the screener, along with tax-loss harvesting opportunities.