JTSAX Mutual Fund

JTSAX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class A) is managed by J.P. Morgan Asset Management with $442.8M in net assets. JTSAX expense ratio is 0.83%, holding 24 positions across sectors including Financials. Inception date: 2007-07-31.

JTSAX performance shows a YTD return of 8.14%. The 1-year return is 17.05% and the 5-year return is 8.28%. JTSAX dividend yield stands at 4.57%, paid annually.

JTSAX top holdings include JPMorgan International Research Enhanced Equity ETF (12.9%), U.S. Equity Fund, Class R6 (11.9%), U.S. Research Enhanced Equity Fund, Class R6 (11.8%), Value Advantage Fund, Class R6 (11.4%), Jpmorgan Growth Advantage Fund Class R6 (11.3%). Go to all JTSAX holdings, JTSAX sectors, or JTSAX dividends.

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