JSIQX Mutual Fund

JSIQX Mutual Fund (JPMorgan Smartretirement Income Fund Class R4) is managed by J.P. Morgan Asset Management with $14.1M in net assets. JSIQX expense ratio is 0.59%, holding 20 positions across sectors including Financials. Inception date: 2016-09-09.

JSIQX performance shows a YTD return of 3.77%. The 1-year return is 9.53% and the 5-year return is 4.14%. JSIQX dividend yield stands at 4.60%, paid annually.

JSIQX 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 JSIQX holdings, JSIQX sectors, or JSIQX dividends.

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