JSMQX Mutual Fund

JSMQX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class R4) is managed by J.P. Morgan Asset Management with $42.7M in net assets. JSMQX expense ratio is 0.60%, holding 22 positions across sectors including Financials. Inception date: 2016-09-09.

JSMQX performance shows a YTD return of 5.01%. The 1-year return is 11.82% and the 5-year return is 5.49%. JSMQX dividend yield stands at 5.58%, paid annually.

JSMQX 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 JSMQX holdings, JSMQX sectors, or JSMQX dividends.

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