JSIYX Mutual Fund
JSIYX Mutual Fund
JSIYX Mutual Fund
JPMorgan Smartretirement Income Fund Class R6
JSIYX Mutual Fund Overview
JSIYX Mutual Fund (JPMorgan Smartretirement Income Fund Class R6) is managed by J.P. Morgan Asset Management with $655.4M in net assets. JSIYX expense ratio is 0.34%, holding 20 positions across sectors including Financials. Inception date: 2014-11-03.
JSIYX performance shows a YTD return of 4.97%. The 1-year return is 8.92% and the 5-year return is 4.46%. JSIYX dividend yield stands at 4.76%, paid annually.
JSIYX top holdings include Jpmorgan Core Bond Fund, Class R6 (33.0%), Jpmorgan Core Plus Bond Fund, Class R6 (10.9%), U.S. Research Enhanced Equity Fund, Class R6 (9.4%), U.S. Equity Fund, Class R6 (9.2%), Jpmorgan High Yield Fund, Class R6 (7.3%). Go to all JSIYX holdings, JSIYX sectors, or JSIYX dividends.
JSIYX can be compared against other funds. Use JSIYX overlap to find shared positions, or JSIYX vs another fund for a side-by-side view. JSIYX alternatives are available via the screener, along with tax-loss harvesting opportunities.