JSRCX Mutual Fund

JSRCX Mutual Fund (JPMorgan Smartretirement Income Fund Class C) is managed by J.P. Morgan Asset Management with $4.3M in net assets. JSRCX expense ratio is 1.32%, holding 20 positions across sectors including Financials. Inception date: 2006-05-15.

JSRCX performance shows a YTD return of 3.41%. The 1-year return is 8.71% and the 5-year return is 3.40%. JSRCX dividend yield stands at 4.01%, paid annually.

JSRCX 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 JSRCX holdings, JSRCX sectors, or JSRCX dividends.

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