JNSYX Mutual Fund
JNSYX Mutual Fund
JNSYX Mutual Fund
JPMorgan Smartretirement 2025 Fund Class R6
JNSYX Mutual Fund Overview
JNSYX Mutual Fund (JPMorgan Smartretirement 2025 Fund Class R6) is managed by J.P. Morgan Asset Management with $811.4M in net assets. JNSYX expense ratio is 0.35%, holding 20 positions across sectors including Financials. Inception date: 2014-11-03.
JNSYX performance shows a YTD return of 5.14%. The 1-year return is 9.19% and the 5-year return is 2.69%. JNSYX dividend yield stands at 7.13%, paid annually.
JNSYX top holdings include Jpmorgan Core Bond Fund, Class R6 (32.8%), Jpmorgan Core Plus Bond Fund, Class R6 (10.9%), U.S. Equity Fund, Class R6 (9.5%), U.S. Research Enhanced Equity Fund, Class R6 (9.3%), Jpmorgan High Yield Fund, Class R6 (7.2%). Go to all JNSYX holdings, JNSYX sectors, or JNSYX dividends.
JNSYX can be compared against other funds. Use JNSYX overlap to find shared positions, or JNSYX vs another fund for a side-by-side view. JNSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.