JPSRX Mutual Fund

JPSRX Mutual Fund (JPMorgan Smartretirement Blend 2035 Fund Class I) is managed by J.P. Morgan Asset Management with $3.6M in net assets. JPSRX expense ratio is 0.42%, holding 899 positions across sectors including Financials, Utilities, Industrials. Inception date: 2012-07-02.

JPSRX performance shows a YTD return of 7.68%. The 1-year return is 16.75% and the 5-year return is 7.31%. JPSRX dividend yield stands at 2.64%, paid annually.

JPSRX top holdings include Jpmorgan Equity Index Fund, Class R6 (36.0%), Jpmorgan Core Plus Bond Fund, Class R6 (20.9%), Jpmorgan Betabuilders International Equity ETF (16.5%), Jpmorgan High Yield Fund, Class R6 (4.2%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (3.7%). Go to all JPSRX holdings, JPSRX sectors, or JPSRX dividends.

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