JSMDX Mutual Fund
JSMDX Mutual Fund
JSMDX Mutual Fund
JPMorgan SmartRetirement Blend 2065 Fund Class R5 Class R5
JSMDX Mutual Fund Overview
JSMDX Mutual Fund (JPMorgan SmartRetirement Blend 2065 Fund Class R5 Class R5) is managed by J.P. Morgan Asset Management with $3.6M in net assets. JSMDX expense ratio is 0.27%, holding 16 positions across sectors including Financials. Inception date: 2022-11-01.
JSMDX performance shows a YTD return of 10.50%. The 1-year return is 21.56%. JSMDX dividend yield stands at 2.03%, paid annually.
JSMDX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.4%), Jpmorgan Betabuilders International Equity ETF (22.8%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.6%), Jpmorgan Core Plus Bond Fund, Class R6 (4.7%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). Go to all JSMDX holdings, JSMDX sectors, or JSMDX dividends.
JSMDX can be compared against other funds. Use JSMDX overlap to find shared positions, or JSMDX vs another fund for a side-by-side view. JSMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.