JPTLX Mutual Fund

JPTLX Mutual Fund (JPMorgan Smartretirement Blend 2035 Fund Class R3) is managed by J.P. Morgan Asset Management with $16.5M in net assets. JPTLX expense ratio is 0.67%, holding 899 positions across sectors including Financials, Utilities, Industrials. Inception date: 2017-05-31.

JPTLX performance shows a YTD return of 7.54%. The 1-year return is 16.48% and the 5-year return is 7.05%. JPTLX dividend yield stands at 2.36%, paid annually.

JPTLX 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 JPTLX holdings, JPTLX sectors, or JPTLX dividends.

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