JPYRX Mutual Fund
JPYRX Mutual Fund
JPYRX Mutual Fund
JPMorgan Smartretirement Blend 2035 Fund Class R6
JPYRX Mutual Fund Overview
JPYRX Mutual Fund (JPMorgan Smartretirement Blend 2035 Fund Class R6) is managed by J.P. Morgan Asset Management with $3.93B in net assets. JPYRX expense ratio is 0.17%, holding 979 positions across sectors including Financials, Utilities, Health Care. Inception date: 2012-07-02.
JPYRX performance shows a YTD return of 9.68%. The 1-year return is 16.13% and the 5-year return is 7.59%. JPYRX dividend yield stands at 2.77%, paid annually.
JPYRX 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 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.