JSRCX Mutual Fund
JSRCX Mutual Fund
JSRCX Mutual Fund
JPMorgan Smartretirement Income Fund Class C
JSRCX Mutual Fund Overview
JSRCX Mutual Fund (JPMorgan Smartretirement Income Fund Class C) is managed by J.P. Morgan Asset Management with $4.2M 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 3.41%. JSRCX dividend yield stands at 3.97%, paid annually.
JSRCX top holdings include Jpmorgan Core Bond Fund, Class R6 (32.7%), Jpmorgan Core Plus Bond Fund, Class R6 (10.9%), U.S. Research Enhanced Equity Fund, Class R6 (9.3%), U.S. Equity Fund, Class R6 (9.3%), Jpmorgan High Yield Fund, Class R6 (7.1%). 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.