JSRSX Mutual Fund
JSRSX Mutual Fund
JSRSX Mutual Fund
JPMorgan Smartretirement Income Fund Class I
JSRSX Mutual Fund Overview
JSRSX Mutual Fund (JPMorgan Smartretirement Income Fund Class I) is managed by J.P. Morgan Asset Management with $106.4M in net assets. JSRSX expense ratio is 0.57%, holding 20 positions across sectors including Financials. Inception date: 2006-05-15.
JSRSX performance shows a YTD return of 4.92%. The 1-year return is 8.73% and the 5-year return is 4.24%. JSRSX dividend yield stands at 4.59%, paid annually.
JSRSX top holdings include Jpmorgan Core Bond Fund, Class R6 (33.0%), Jpmorgan Core Plus Bond Fund, Class R6 (10.9%), U.S. Research Enhanced Equity Fund, Class R6 (9.4%), U.S. Equity Fund, Class R6 (9.2%), Jpmorgan High Yield Fund, Class R6 (7.3%). Go to all JSRSX holdings, JSRSX sectors, or JSRSX dividends.
JSRSX can be compared against other funds. Use JSRSX overlap to find shared positions, or JSRSX vs another fund for a side-by-side view. JSRSX alternatives are available via the screener, along with tax-loss harvesting opportunities.