JATUX Mutual Fund
JATUX Mutual Fund
JATUX Mutual Fund
JPMorgan SmartRetirement Blend 2060 Fund Class R4
JATUX Mutual Fund Overview
JATUX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class R4) is managed by J.P. Morgan Asset Management with $11.5M in net assets. JATUX expense ratio is 0.42%, holding 16 positions across sectors including Financials. Inception date: 2017-05-31.
JATUX performance shows a YTD return of 10.44%. The 1-year return is 21.57% and the 5-year return is 9.47%. JATUX dividend yield stands at 2.02%, paid annually.
JATUX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.7%), Jpmorgan Betabuilders International Equity ETF (22.9%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.5%), Jpmorgan Core Plus Bond Fund, Class R6 (4.9%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). Go to all JATUX holdings, JATUX sectors, or JATUX dividends.
JATUX can be compared against other funds. Use JATUX overlap to find shared positions, or JATUX vs another fund for a side-by-side view. JATUX alternatives are available via the screener, along with tax-loss harvesting opportunities.