JAKQX Mutual Fund

JAKQX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R4) is managed by J.P. Morgan Asset Management with $9.2M in net assets. JAKQX expense ratio is 0.64%, holding 22 positions across sectors including Financials. Inception date: 2016-09-09.

JAKQX performance shows a YTD return of 10.27%. The 1-year return is 16.41% and the 5-year return is 8.47%. JAKQX dividend yield stands at 3.86%, paid annually.

JAKQX 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 JAKQX holdings, JAKQX sectors, or JAKQX dividends.

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