JAKZX Mutual Fund

JAKZX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R2) is managed by J.P. Morgan Asset Management with $21.1M in net assets. JAKZX expense ratio is 1.14%, holding 22 positions across sectors including Financials. Inception date: 2016-08-31.

JAKZX performance shows a YTD return of 9.89%. The 1-year return is 15.82% and the 5-year return is 7.93%. JAKZX dividend yield stands at 3.50%, paid annually.

JAKZX 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 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.