JSMKX Mutual Fund
JSMKX Mutual Fund
JSMKX Mutual Fund
JPMorgan SmartRetirement 2065 Fund Class R2 Class R2
JSMKX Mutual Fund Overview
JSMKX Mutual Fund (JPMorgan SmartRetirement 2065 Fund Class R2 Class R2) is managed by J.P. Morgan Asset Management with $834,310.1 in net assets. JSMKX expense ratio is 1.15%, holding 24 positions across sectors including Financials. Inception date: 2022-11-01.
JSMKX performance shows a YTD return of 7.98%. The 1-year return is 16.63%. JSMKX dividend yield stands at 2.97%, paid annually.
JSMKX top holdings include JPMorgan International Research Enhanced Equity ETF (12.9%), U.S. Equity Fund, Class R6 (11.9%), U.S. Research Enhanced Equity Fund, Class R6 (11.7%), Value Advantage Fund, Class R6 (11.3%), Jpmorgan Growth Advantage Fund Class R6 (11.3%). Go to all JSMKX holdings, JSMKX sectors, or JSMKX dividends.
JSMKX can be compared against other funds. Use JSMKX overlap to find shared positions, or JSMKX vs another fund for a side-by-side view. JSMKX alternatives are available via the screener, along with tax-loss harvesting opportunities.