JAKYX Mutual Fund

JAKYX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R6) is managed by J.P. Morgan Asset Management with $521.3M in net assets. JAKYX expense ratio is 0.39%, holding 24 positions across sectors including Financials. Inception date: 2016-08-31.

JAKYX performance shows a YTD return of 8.42%. The 1-year return is 17.60% and the 5-year return is 8.78%. JAKYX dividend yield stands at 4.10%, paid annually.

JAKYX 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 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.