JAKSX Mutual Fund
JAKSX Mutual Fund
JAKSX Mutual Fund
JPMorgan Smartretirement 2060 Fund Class I
JAKSX Mutual Fund Overview
JAKSX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class I) is managed by J.P. Morgan Asset Management with $40.1M in net assets. JAKSX expense ratio is 0.64%, holding 22 positions across sectors including Financials. Inception date: 2016-08-31.
JAKSX performance shows a YTD return of 10.24%. The 1-year return is 16.39% and the 5-year return is 8.47%. JAKSX dividend yield stands at 3.85%, paid annually.
JAKSX 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 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.