JNSZX Mutual Fund
JNSZX Mutual Fund
JNSZX Mutual Fund
JPMorgan Smartretirement 2025 Fund Class R2
JNSZX Mutual Fund Overview
JNSZX Mutual Fund (JPMorgan Smartretirement 2025 Fund Class R2) is managed by J.P. Morgan Asset Management with $88.8M in net assets. JNSZX expense ratio is 1.10%, holding 20 positions across sectors including Financials. Inception date: 2008-11-03.
JNSZX performance shows a YTD return of 3.64%. The 1-year return is 9.25% and the 5-year return is 3.85%. JNSZX dividend yield stands at 6.55%, paid annually.
JNSZX top holdings include Jpmorgan Core Bond Fund, Class R6 (32.5%), Jpmorgan Core Plus Bond Fund, Class R6 (10.9%), U.S. Equity Fund, Class R6 (9.6%), U.S. Research Enhanced Equity Fund, Class R6 (9.6%), Jpmorgan High Yield Fund, Class R6 (7.0%). Go to all JNSZX holdings, JNSZX sectors, or JNSZX dividends.
JNSZX can be compared against other funds. Use JNSZX overlap to find shared positions, or JNSZX vs another fund for a side-by-side view. JNSZX alternatives are available via the screener, along with tax-loss harvesting opportunities.