JSMHX Mutual Fund
JSMHX Mutual Fund
JSMHX Mutual Fund
JPMorgan SmartRetirement 2065 Fund Class C Class C
JSMHX Mutual Fund Overview
JSMHX Mutual Fund (JPMorgan SmartRetirement 2065 Fund Class C Class C) is managed by J.P. Morgan Asset Management with $379,260.15 in net assets. JSMHX expense ratio is 1.40%, holding 22 positions across sectors including Financials. Inception date: 2022-11-01.
JSMHX performance shows a YTD return of 9.69%. The 1-year return is 15.41%. JSMHX dividend yield stands at 2.69%, paid annually.
JSMHX top holdings include JPMorgan International Research Enhanced Equity ETF (13.0%), U.S. Equity Fund, Class R6 (11.8%), U.S. Research Enhanced Equity Fund, Class R6 (11.7%), Jpmorgan Growth Advantage Fund Class R6 (11.3%), Value Advantage Fund, Class R6 (11.1%). Go to all JSMHX holdings, JSMHX sectors, or JSMHX dividends.
JSMHX can be compared against other funds. Use JSMHX overlap to find shared positions, or JSMHX vs another fund for a side-by-side view. JSMHX alternatives are available via the screener, along with tax-loss harvesting opportunities.