JSMYX Mutual Fund
JSMYX Mutual Fund
JSMYX Mutual Fund
JPMorgan Smartretirement 2030 Fund Class R6
JSMYX Mutual Fund Overview
JSMYX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.53B in net assets. JSMYX expense ratio is 0.35%, holding 22 positions across sectors including Financials. Inception date: 2014-11-03.
JSMYX performance shows a YTD return of 5.17%. The 1-year return is 12.13% and the 5-year return is 5.75%. JSMYX dividend yield stands at 5.68%, paid annually.
JSMYX 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 JSMYX holdings, JSMYX sectors, or JSMYX dividends.
JSMYX can be compared against other funds. Use JSMYX overlap to find shared positions, or JSMYX vs another fund for a side-by-side view. JSMYX alternatives are available via the screener, along with tax-loss harvesting opportunities.