JSMPX Mutual Fund
JSMPX Mutual Fund
JSMPX Mutual Fund
JPMorgan SmartRetirement 2065 Fund Class R3 Class R3
JSMPX Mutual Fund Overview
JSMPX Mutual Fund (JPMorgan SmartRetirement 2065 Fund Class R3 Class R3) is managed by J.P. Morgan Asset Management with $72,245 in net assets. JSMPX expense ratio is 0.90%, holding 24 positions across sectors including Financials. Inception date: 2022-11-01.
JSMPX performance shows a YTD return of 8.10%. The 1-year return is 16.87%. JSMPX dividend yield stands at 1.30%, paid annually.
JSMPX 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 JSMPX holdings, JSMPX sectors, or JSMPX dividends.
JSMPX can be compared against other funds. Use JSMPX overlap to find shared positions, or JSMPX vs another fund for a side-by-side view. JSMPX alternatives are available via the screener, along with tax-loss harvesting opportunities.