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 13 positions across sectors including Financials. Inception date: 2012-07-02.

JNEAX performance shows a YTD return of 12.86%. The 1-year return is 20.71% and the 5-year return is 9.44%. JNEAX dividend yield stands at 1.97%, 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 Betabuilders Emerging Markets Equity Etf (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.