JSMOX Mutual Fund
JSMOX Mutual Fund
JSMOX Mutual Fund
JPMorgan SmartRetirement 2065 Fund Class R6 Class R6
JSMOX Mutual Fund Overview
JSMOX Mutual Fund (JPMorgan SmartRetirement 2065 Fund Class R6 Class R6) is managed by J.P. Morgan Asset Management with $132.9M in net assets. JSMOX expense ratio is 0.40%, holding 24 positions across sectors including Financials. Inception date: 2022-11-01.
JSMOX performance shows a YTD return of 8.41%. The 1-year return is 17.45%. JSMOX dividend yield stands at 3.27%, paid annually.
JSMOX 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 JSMOX holdings, JSMOX sectors, or JSMOX dividends.
JSMOX can be compared against other funds. Use JSMOX overlap to find shared positions, or JSMOX vs another fund for a side-by-side view. JSMOX alternatives are available via the screener, along with tax-loss harvesting opportunities.