JTSIX Mutual Fund

JTSIX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class R5) is managed by J.P. Morgan Asset Management with $801.1M in net assets. JTSIX expense ratio is 0.49%, holding 24 positions across sectors including Financials. Inception date: 2007-07-31.

JTSIX performance shows a YTD return of 8.37%. The 1-year return is 17.47% and the 5-year return is 8.66%. JTSIX dividend yield stands at 4.84%, paid annually.

JTSIX 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 JTSIX holdings, JTSIX sectors, or JTSIX dividends.

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