JSMCX Mutual Fund
JSMCX Mutual Fund
JSMCX Mutual Fund
JPMorgan Smartretirement 2030 Fund Class C
JSMCX Mutual Fund Overview
JSMCX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class C) is managed by J.P. Morgan Asset Management with $6.6M in net assets. JSMCX expense ratio is 1.35%, holding 21 positions across sectors including Financials. Inception date: 2006-05-15.
JSMCX performance shows a YTD return of 5.83%. The 1-year return is 10.17% and the 5-year return is 4.69%. JSMCX dividend yield stands at 4.70%, paid annually.
JSMCX 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 JSMCX holdings, JSMCX sectors, or JSMCX dividends.
JSMCX can be compared against other funds. Use JSMCX overlap to find shared positions, or JSMCX vs another fund for a side-by-side view. JSMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.