JPSRX Mutual Fund
JPSRX Mutual Fund
JPSRX Mutual Fund
JPMorgan Smartretirement Blend 2035 Fund Class I
JPSRX Mutual Fund Overview
JPSRX Mutual Fund (JPMorgan Smartretirement Blend 2035 Fund Class I) is managed by J.P. Morgan Asset Management with $3.5M in net assets. JPSRX expense ratio is 0.42%, holding 979 positions across sectors including Financials, Utilities, Health Care. Inception date: 2012-07-02.
JPSRX performance shows a YTD return of 9.48%. The 1-year return is 15.81% and the 5-year return is 7.32%. JPSRX dividend yield stands at 2.60%, paid annually.
JPSRX top holdings include Jpmorgan Equity Index Fund, Class R6 (35.8%), Jpmorgan Betabuilders International Equity ETF (16.8%), Jpmorgan Core Plus Bond Fund, Class R6 (13.7%), Jpmorgan High Yield Fund, Class R6 (4.1%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (3.9%). 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.