JSRAX Mutual Fund

JSRAX Mutual Fund (JPMorgan Smartretirement Income Fund Class A) is managed by J.P. Morgan Asset Management with $480.8M in net assets. JSRAX expense ratio is 0.69%, holding 20 positions across sectors including Financials. Inception date: 2006-05-15.

JSRAX performance shows a YTD return of 3.78%. The 1-year return is 9.41% and the 5-year return is 4.05%. JSRAX dividend yield stands at 4.53%, paid annually.

JSRAX top holdings include Jpmorgan Core Bond Fund, Class R6 (32.9%), Jpmorgan Core Plus Bond Fund, Class R6 (11.0%), U.S. Research Enhanced Equity Fund, Class R6 (9.1%), U.S. Equity Fund, Class R6 (9.0%), Jpmorgan High Yield Fund, Class R6 (7.2%). Go to all JSRAX holdings, JSRAX sectors, or JSRAX dividends.

JSRAX can be compared against other funds. Use JSRAX overlap to find shared positions, or JSRAX vs another fund for a side-by-side view. JSRAX alternatives are available via the screener, along with tax-loss harvesting opportunities.