JFFIX Mutual Fund

JFFIX Mutual Fund (JPMorgan Smartretirement 2055 Fund Class R5) is managed by J.P. Morgan Asset Management with $561.7M in net assets. JFFIX expense ratio is 0.49%, holding 25 positions across sectors including Financials. Inception date: 2012-01-31.

JFFIX performance shows a YTD return of 8.34%. The 1-year return is 17.48% and the 5-year return is 8.65%. JFFIX dividend yield stands at 4.44%, paid annually.

JFFIX 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 JFFIX holdings, JFFIX sectors, or JFFIX dividends.

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