JAKZX Mutual Fund

JAKZX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R2) is managed by J.P. Morgan Asset Management with $21.0M in net assets. JAKZX expense ratio is 1.14%, holding 24 positions across sectors including Financials. Inception date: 2016-08-31.

JAKZX performance shows a YTD return of 7.99%. The 1-year return is 16.75% and the 5-year return is 7.98%. JAKZX dividend yield stands at 3.56%, paid annually.

JAKZX top holdings include JPMorgan International Research Enhanced Equity ETF (13.1%), U.S. Research Enhanced Equity Fund, Class R6 (11.8%), U.S. Equity Fund, Class R6 (11.7%), Jpmorgan Growth Advantage Fund Class R6 (11.3%), Value Advantage Fund, Class R6 (11.1%). Go to all JAKZX holdings, JAKZX sectors, or JAKZX dividends.

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