JATPX Mutual Fund

JATPX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class R2) is managed by J.P. Morgan Asset Management with $879,303.54 in net assets. JATPX expense ratio is 0.92%, holding 13 positions across sectors including Financials. Inception date: 2016-08-31.

JATPX performance shows a YTD return of 12.51%. The 1-year return is 20.14% and the 5-year return is 8.96%. JATPX dividend yield stands at 1.61%, paid annually.

JATPX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.6%), Jpmorgan Betabuilders International Equity ETF (22.8%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.6%), Jpmorgan Core Plus Bond Fund, Class R6 (4.6%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.3%). Go to all JATPX holdings, JATPX sectors, or JATPX dividends.

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