JSMNX Mutual Fund

JSMNX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class R3) is managed by J.P. Morgan Asset Management with $15.6M in net assets. JSMNX expense ratio is 0.85%, holding 22 positions across sectors including Financials. Inception date: 2016-09-09.

JSMNX performance shows a YTD return of 4.85%. The 1-year return is 11.57% and the 5-year return is 5.22%. JSMNX dividend yield stands at 5.26%, paid annually.

JSMNX top holdings include Jpmorgan Core Bond Fund, Class R6 (27.7%), U.S. Research Enhanced Equity Fund, Class R6 (12.7%), U.S. Equity Fund, Class R6 (12.5%), Jpmorgan Core Plus Bond Fund, Class R6 (9.2%), JPMorgan International Research Enhanced Equity ETF (7.7%). Go to all JSMNX holdings, JSMNX sectors, or JSMNX dividends.

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