JSAIX Mutual Fund

JSAIX Mutual Fund (JPMorgan Smartretirement 2045 Fund Class R5) is managed by J.P. Morgan Asset Management with $657.4M in net assets. JSAIX expense ratio is 0.49%, holding 22 positions across sectors including Financials. Inception date: 2007-07-31.

JSAIX performance shows a YTD return of 9.59%. The 1-year return is 15.60% and the 5-year return is 8.24%. JSAIX dividend yield stands at 4.91%, paid annually.

JSAIX top holdings include JPMorgan International Research Enhanced Equity ETF (12.3%), U.S. Equity Fund, Class R6 (11.2%), U.S. Research Enhanced Equity Fund, Class R6 (11.0%), Jpmorgan Growth Advantage Fund Class R6 (10.7%), Value Advantage Fund, Class R6 (10.5%). 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.