JFFAX Mutual Fund

JFFAX Mutual Fund (JPMorgan Smartretirement 2055 Fund Class A) is managed by J.P. Morgan Asset Management with $308.0M in net assets. JFFAX expense ratio is 0.83%, holding 25 positions across sectors including Financials. Inception date: 2012-01-31.

JFFAX performance shows a YTD return of 8.12%. The 1-year return is 17.08% and the 5-year return is 8.29%. JFFAX dividend yield stands at 4.17%, paid annually.

JFFAX top holdings include JPMorgan International Research Enhanced Equity ETF (13.0%), U.S. Equity Fund, Class R6 (11.9%), U.S. Research Enhanced Equity Fund, Class R6 (11.8%), Value Advantage Fund, Class R6 (11.4%), Jpmorgan Growth Advantage Fund Class R6 (11.3%). Go to all JFFAX holdings, JFFAX sectors, or JFFAX dividends.

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