JSMMX Mutual Fund
JSMMX Mutual Fund
JSMMX Mutual Fund
JPMorgan SmartRetirement 2065 Fund Class R5 Class R5
JSMMX Mutual Fund Overview
JSMMX Mutual Fund (JPMorgan SmartRetirement 2065 Fund Class R5 Class R5) is managed by J.P. Morgan Asset Management with $35.2M in net assets. JSMMX expense ratio is 0.50%, holding 24 positions across sectors including Financials. Inception date: 2022-11-01.
JSMMX performance shows a YTD return of 8.37%. The 1-year return is 17.39%. JSMMX dividend yield stands at 3.20%, paid annually.
JSMMX 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 JSMMX holdings, JSMMX sectors, or JSMMX dividends.
JSMMX can be compared against other funds. Use JSMMX overlap to find shared positions, or JSMMX vs another fund for a side-by-side view. JSMMX alternatives are available via the screener, along with tax-loss harvesting opportunities.