JSMSX Mutual Fund
JSMSX Mutual Fund
JSMSX Mutual Fund
JPMorgan Smartretirement 2030 Fund Class I
JSMSX Mutual Fund Overview
JSMSX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class I) is managed by J.P. Morgan Asset Management with $204.6M in net assets. JSMSX expense ratio is 0.60%, holding 22 positions across sectors including Financials. Inception date: 2006-05-15.
JSMSX performance shows a YTD return of 5.03%. The 1-year return is 11.81% and the 5-year return is 5.48%. JSMSX dividend yield stands at 5.55%, paid annually.
JSMSX 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 JSMSX holdings, JSMSX sectors, or JSMSX dividends.
JSMSX can be compared against other funds. Use JSMSX overlap to find shared positions, or JSMSX vs another fund for a side-by-side view. JSMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.