JTSPX Mutual Fund

JTSPX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class R3) is managed by J.P. Morgan Asset Management with $15.3M in net assets. JTSPX expense ratio is 0.89%, holding 24 positions across sectors including Financials. Inception date: 2016-09-09.

JTSPX performance shows a YTD return of 8.10%. The 1-year return is 16.98% and the 5-year return is 8.22%. JTSPX dividend yield stands at 4.49%, paid annually.

JTSPX 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 JTSPX holdings, JTSPX sectors, or JTSPX dividends.

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