JSMQX Mutual Fund
JSMQX Mutual Fund
JSMQX Mutual Fund
JPMorgan Smartretirement 2030 Fund Class R4
JSMQX Mutual Fund Overview
JSMQX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class R4) is managed by J.P. Morgan Asset Management with $42.0M 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 5.51%, paid annually.
JSMQX top holdings include Jpmorgan Core Bond Fund, Class R6 (27.5%), U.S. Research Enhanced Equity Fund, Class R6 (12.7%), U.S. Equity Fund, Class R6 (12.6%), Jpmorgan Core Plus Bond Fund, Class R6 (9.2%), JPMorgan International Research Enhanced Equity ETF (7.8%). 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.