JSAZX Mutual Fund

JSAZX Mutual Fund (JPMorgan Smartretirement 2045 Fund Class R2) is managed by J.P. Morgan Asset Management with $152.5M in net assets. JSAZX expense ratio is 1.14%, holding 24 positions across sectors including Financials. Inception date: 2008-11-03.

JSAZX performance shows a YTD return of 7.38%. The 1-year return is 15.81% and the 5-year return is 7.60%. JSAZX dividend yield stands at 4.55%, paid annually.

JSAZX 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 JSAZX holdings, JSAZX sectors, or JSAZX dividends.

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