JATQX Mutual Fund
JATQX Mutual Fund
JATQX Mutual Fund
JPMorgan SmartRetirement Blend 2060 Fund Class R3
JATQX Mutual Fund Overview
JATQX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class R3) is managed by J.P. Morgan Asset Management with $2.6M in net assets. JATQX expense ratio is 0.67%, holding 13 positions across sectors including Financials. Inception date: 2017-05-31.
JATQX performance shows a YTD return of 12.71%. The 1-year return is 20.46% and the 5-year return is 9.23%. JATQX dividend yield stands at 1.96%, paid annually.
JATQX 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 JATQX holdings, JATQX sectors, or JATQX dividends.
JATQX can be compared against other funds. Use JATQX overlap to find shared positions, or JATQX vs another fund for a side-by-side view. JATQX alternatives are available via the screener, along with tax-loss harvesting opportunities.