JNEAX Mutual Fund

JNEAX Mutual Fund (JPMorgan Smartretirement Blend 2050 Fund Class I) is managed by J.P. Morgan Asset Management with $1.6M in net assets. JNEAX expense ratio is 0.42%, holding 16 positions across sectors including Financials. Inception date: 2012-07-02.

JNEAX performance shows a YTD return of 10.44%. The 1-year return is 21.55% and the 5-year return is 9.43%. JNEAX dividend yield stands at 2.01%, paid annually.

JNEAX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.8%), Jpmorgan Betabuilders International Equity ETF (22.9%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.7%), Jpmorgan Core Plus Bond Fund, Class R6 (4.7%), Jpmorgan Emerging Markets Research Enhanced Equity Fund, Class R6 (4.3%). Go to all JNEAX holdings, JNEAX sectors, or JNEAX dividends.

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