JAKYX Mutual Fund
JAKYX Mutual Fund
JAKYX Mutual Fund
JPMorgan Smartretirement 2060 Fund Class R6
JAKYX Mutual Fund Overview
JAKYX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R6) is managed by J.P. Morgan Asset Management with $499.4M in net assets. JAKYX expense ratio is 0.39%, holding 22 positions across sectors including Financials. Inception date: 2016-08-31.
JAKYX performance shows a YTD return of 10.41%. The 1-year return is 16.66% and the 5-year return is 8.74%. JAKYX dividend yield stands at 4.03%, paid annually.
JAKYX 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 JAKYX holdings, JAKYX sectors, or JAKYX dividends.
JAKYX can be compared against other funds. Use JAKYX overlap to find shared positions, or JAKYX vs another fund for a side-by-side view. JAKYX alternatives are available via the screener, along with tax-loss harvesting opportunities.