JAKSX Mutual Fund

JAKSX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class I) is managed by J.P. Morgan Asset Management with $57.2M in net assets. JAKSX expense ratio is 0.64%, holding 24 positions across sectors including Financials. Inception date: 2016-08-31.

JAKSX performance shows a YTD return of 8.29%. The 1-year return is 17.34% and the 5-year return is 8.51%. JAKSX dividend yield stands at 3.92%, paid annually.

JAKSX 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 JAKSX holdings, JAKSX sectors, or JAKSX dividends.

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