JNTEX Mutual Fund
JNTEX Mutual Fund
JNTEX Mutual Fund
JPMorgan Smartretirement Blend 2040 Fund Class R3
JNTEX Mutual Fund Overview
JNTEX Mutual Fund (JPMorgan Smartretirement Blend 2040 Fund Class R3) is managed by J.P. Morgan Asset Management with $15.2M in net assets. JNTEX expense ratio is 0.67%, holding 16 positions across sectors including Financials. Inception date: 2017-05-31.
JNTEX performance shows a YTD return of 8.76%. The 1-year return is 18.61% and the 5-year return is 8.02%. JNTEX dividend yield stands at 2.08%, paid annually.
JNTEX top holdings include Jpmorgan Equity Index Fund, Class R6 (41.5%), Jpmorgan Betabuilders International Equity ETF (19.1%), Jpmorgan Core Plus Bond Fund, Class R6 (14.0%), Jpmorgan Core Bond Fund, Class R6 (4.7%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (4.4%). Go to all JNTEX holdings, JNTEX sectors, or JNTEX dividends.
JNTEX can be compared against other funds. Use JNTEX overlap to find shared positions, or JNTEX vs another fund for a side-by-side view. JNTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.