JSAIX Mutual Fund

JSAIX Mutual Fund (JPMorgan Smartretirement 2045 Fund Class R5) is managed by J.P. Morgan Asset Management with $685.1M in net assets. JSAIX expense ratio is 0.49%, holding 24 positions across sectors including Financials. Inception date: 2007-07-31.

JSAIX performance shows a YTD return of 7.76%. The 1-year return is 16.56% and the 5-year return is 8.30%. JSAIX dividend yield stands at 5.00%, paid annually.

JSAIX top holdings include JPMorgan International Research Enhanced Equity ETF (12.2%), U.S. Equity Fund, Class R6 (11.1%), U.S. Research Enhanced Equity Fund, Class R6 (11.1%), Jpmorgan Growth Advantage Fund Class R6 (10.6%), Value Advantage Fund, Class R6 (10.6%). Go to all JSAIX holdings, JSAIX sectors, or JSAIX dividends.

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