JSMZX Mutual Fund
JSMZX Mutual Fund
JSMZX Mutual Fund
JPMorgan Smartretirement 2030 Fund Class R2
JSMZX Mutual Fund Overview
JSMZX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class R2) is managed by J.P. Morgan Asset Management with $169.4M in net assets. JSMZX expense ratio is 1.10%, holding 21 positions across sectors including Financials. Inception date: 2008-11-03.
JSMZX performance shows a YTD return of 6.01%. The 1-year return is 10.39% and the 5-year return is 4.95%. JSMZX dividend yield stands at 5.07%, paid annually.
JSMZX top holdings include Jpmorgan Core Bond Fund, Class R6 (27.4%), U.S. Equity Fund, Class R6 (12.7%), U.S. Research Enhanced Equity Fund, Class R6 (12.7%), Jpmorgan Core Plus Bond Fund, Class R6 (9.2%), JPMorgan International Research Enhanced Equity ETF (7.8%). Go to all JSMZX holdings, JSMZX sectors, or JSMZX dividends.
JSMZX can be compared against other funds. Use JSMZX overlap to find shared positions, or JSMZX vs another fund for a side-by-side view. JSMZX alternatives are available via the screener, along with tax-loss harvesting opportunities.