JSAQX Mutual Fund

JSAQX Mutual Fund (JPMorgan Smartretirement 2045 Fund Class R4) is managed by J.P. Morgan Asset Management with $4.1M in net assets. JSAQX expense ratio is 0.64%, holding 24 positions across sectors including Financials. Inception date: 2016-09-09.

JSAQX performance shows a YTD return of 7.67%. The 1-year return is 16.38% and the 5-year return is 8.15%. JSAQX dividend yield stands at 4.95%, paid annually.

JSAQX 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 JSAQX holdings, JSAQX sectors, or JSAQX dividends.

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