JSIZX Mutual Fund
JSIZX Mutual Fund
JSIZX Mutual Fund
JPMorgan Smartretirement Income Fund Class R2
JSIZX Mutual Fund Overview
JSIZX Mutual Fund (JPMorgan Smartretirement Income Fund Class R2) is managed by J.P. Morgan Asset Management with $98.5M in net assets. JSIZX expense ratio is 1.09%, holding 20 positions across sectors including Financials. Inception date: 2008-11-03.
JSIZX performance shows a YTD return of 3.49%. The 1-year return is 8.94% and the 5-year return is 3.64%. JSIZX dividend yield stands at 4.23%, paid annually.
JSIZX 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 JSIZX holdings, JSIZX sectors, or JSIZX dividends.
JSIZX can be compared against other funds. Use JSIZX overlap to find shared positions, or JSIZX vs another fund for a side-by-side view. JSIZX alternatives are available via the screener, along with tax-loss harvesting opportunities.