JSIPX Mutual Fund

JSIPX Mutual Fund (JPMorgan Smartretirement Income Fund Class R3) is managed by J.P. Morgan Asset Management with $8.4M in net assets. JSIPX expense ratio is 0.84%, holding 20 positions across sectors including Financials. Inception date: 2016-09-09.

JSIPX performance shows a YTD return of 3.66%. The 1-year return is 9.28% and the 5-year return is 3.90%. JSIPX dividend yield stands at 4.36%, paid annually.

JSIPX top holdings include Jpmorgan Core Bond Fund, Class R6 (32.7%), Jpmorgan Core Plus Bond Fund, Class R6 (10.9%), U.S. Research Enhanced Equity Fund, Class R6 (9.3%), U.S. Equity Fund, Class R6 (9.3%), Jpmorgan High Yield Fund, Class R6 (7.1%). Go to all JSIPX holdings, JSIPX sectors, or JSIPX dividends.

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