JSMLX Mutual Fund
JSMLX Mutual Fund
JSMLX Mutual Fund
JPMorgan SmartRetirement 2065 Fund Class R4 Class R4
JSMLX Mutual Fund Overview
JSMLX Mutual Fund (JPMorgan SmartRetirement 2065 Fund Class R4 Class R4) is managed by J.P. Morgan Asset Management with $60,076.05 in net assets. JSMLX expense ratio is 0.65%, holding 24 positions across sectors including Financials. Inception date: 2022-11-01.
JSMLX performance shows a YTD return of 8.28%. The 1-year return is 17.18%. JSMLX dividend yield stands at 3.08%, paid annually.
JSMLX 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 JSMLX holdings, JSMLX sectors, or JSMLX dividends.
JSMLX can be compared against other funds. Use JSMLX overlap to find shared positions, or JSMLX vs another fund for a side-by-side view. JSMLX alternatives are available via the screener, along with tax-loss harvesting opportunities.