JSMAX Mutual Fund
JSMAX Mutual Fund
JSMAX Mutual Fund
JPMorgan Smartretirement 2030 Fund Class A
JSMAX Mutual Fund Overview
JSMAX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class A) is managed by J.P. Morgan Asset Management with $498.7M in net assets. JSMAX expense ratio is 0.79%, holding 21 positions across sectors including Financials. Inception date: 2006-05-15.
JSMAX performance shows a YTD return of 6.22%. The 1-year return is 10.76% and the 5-year return is 5.28%. JSMAX dividend yield stands at 5.29%, paid annually.
JSMAX top holdings include Jpmorgan Core Bond Fund, Class R6 (27.4%), U.S. Equity Fund, Class R6 (12.7%), U.S. Research Enhanced Equity Fund, Class R6 (12.7%), Jpmorgan Core Plus Bond Fund, Class R6 (9.2%), JPMorgan International Research Enhanced Equity ETF (7.8%). Go to all JSMAX holdings, JSMAX sectors, or JSMAX dividends.
JSMAX can be compared against other funds. Use JSMAX overlap to find shared positions, or JSMAX vs another fund for a side-by-side view. JSMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.