JFFRX Mutual Fund

JFFRX Mutual Fund (JPMorgan Smartretirement 2055 Fund Class R2) is managed by J.P. Morgan Asset Management with $125.1M in net assets. JFFRX expense ratio is 1.14%, holding 25 positions across sectors including Financials. Inception date: 2012-01-31.

JFFRX performance shows a YTD return of 7.93%. The 1-year return is 16.71% and the 5-year return is 7.95%. JFFRX dividend yield stands at 3.95%, paid annually.

JFFRX 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 JFFRX holdings, JFFRX sectors, or JFFRX dividends.

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