JSMJX Mutual Fund
JSMJX Mutual Fund
JSMJX Mutual Fund
JPMorgan SmartRetirement 2065 Fund Class I Class I
JSMJX Mutual Fund Overview
JSMJX Mutual Fund (JPMorgan SmartRetirement 2065 Fund Class I Class I) is managed by J.P. Morgan Asset Management with $3.0M in net assets. JSMJX expense ratio is 0.65%, holding 22 positions across sectors including Financials. Inception date: 2022-11-01.
JSMJX performance shows a YTD return of 10.25%. The 1-year return is 16.31%. JSMJX dividend yield stands at 3.09%, paid annually.
JSMJX 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 JSMJX holdings, JSMJX sectors, or JSMJX dividends.
JSMJX can be compared against other funds. Use JSMJX overlap to find shared positions, or JSMJX vs another fund for a side-by-side view. JSMJX alternatives are available via the screener, along with tax-loss harvesting opportunities.