JPYRX Mutual Fund

JPYRX Mutual Fund (JPMorgan Smartretirement Blend 2035 Fund Class R6) is managed by J.P. Morgan Asset Management with $3.84B in net assets. JPYRX expense ratio is 0.17%, holding 899 positions across sectors including Financials, Utilities, Industrials. Inception date: 2012-07-02.

JPYRX performance shows a YTD return of 7.82%. The 1-year return is 17.05% and the 5-year return is 7.58%. JPYRX dividend yield stands at 2.81%, paid annually.

JPYRX 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 JPYRX holdings, JPYRX sectors, or JPYRX dividends.

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