JSMIX Mutual Fund

JSMIX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class R5) is managed by J.P. Morgan Asset Management with $859.4M in net assets. JSMIX expense ratio is 0.45%, holding 21 positions across sectors including Financials. Inception date: 2006-05-15.

JSMIX performance shows a YTD return of 6.47%. The 1-year return is 11.17% and the 5-year return is 5.63%. JSMIX dividend yield stands at 5.59%, paid annually.

JSMIX 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 JSMIX holdings, JSMIX sectors, or JSMIX dividends.

JSMIX can be compared against other funds. Use JSMIX overlap to find shared positions, or JSMIX vs another fund for a side-by-side view. JSMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.