JPTKX Mutual Fund
JPTKX Mutual Fund
JPTKX Mutual Fund
JPMorgan Smartretirement Blend 2035 Fund Class R4
JPTKX Mutual Fund Overview
JPTKX Mutual Fund (JPMorgan Smartretirement Blend 2035 Fund Class R4) is managed by J.P. Morgan Asset Management with $56.8M in net assets. JPTKX expense ratio is 0.42%, holding 899 positions across sectors including Financials, Utilities, Industrials. Inception date: 2017-05-31.
JPTKX performance shows a YTD return of 7.67%. The 1-year return is 16.77% and the 5-year return is 7.32%. JPTKX dividend yield stands at 2.60%, paid annually.
JPTKX 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 JPTKX holdings, JPTKX sectors, or JPTKX dividends.
JPTKX can be compared against other funds. Use JPTKX overlap to find shared positions, or JPTKX vs another fund for a side-by-side view. JPTKX alternatives are available via the screener, along with tax-loss harvesting opportunities.