JATUX Mutual Fund

JATUX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class R4) is managed by J.P. Morgan Asset Management with $11.2M in net assets. JATUX expense ratio is 0.42%, holding 13 positions across sectors including Financials. Inception date: 2017-05-31.

JATUX performance shows a YTD return of 12.85%. The 1-year return is 20.71% and the 5-year return is 9.50%. JATUX dividend yield stands at 1.97%, paid annually.

JATUX 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 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.