JSMZX Mutual Fund

JSMZX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class R2) is managed by J.P. Morgan Asset Management with $177.1M in net assets. JSMZX expense ratio is 1.10%, holding 22 positions across sectors including Financials. Inception date: 2008-11-03.

JSMZX performance shows a YTD return of 4.73%. The 1-year return is 11.31% and the 5-year return is 4.96%. JSMZX dividend yield stands at 5.14%, paid annually.

JSMZX 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 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.