JSMCX Mutual Fund

JSMCX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class C) is managed by J.P. Morgan Asset Management with $7.1M in net assets. JSMCX expense ratio is 1.35%, holding 22 positions across sectors including Financials. Inception date: 2006-05-15.

JSMCX performance shows a YTD return of 4.55%. The 1-year return is 10.98% and the 5-year return is 4.70%. JSMCX dividend yield stands at 4.76%, paid annually.

JSMCX top holdings include Jpmorgan Core Bond Fund, Class R6 (27.7%), U.S. Research Enhanced Equity Fund, Class R6 (12.7%), U.S. Equity Fund, Class R6 (12.5%), Jpmorgan Core Plus Bond Fund, Class R6 (9.2%), JPMorgan International Research Enhanced Equity ETF (7.7%). 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.