JTSQX Mutual Fund

JTSQX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class R4) is managed by J.P. Morgan Asset Management with $17.4M in net assets. JTSQX expense ratio is 0.64%, holding 24 positions across sectors including Financials. Inception date: 2016-09-09.

JTSQX performance shows a YTD return of 8.27%. The 1-year return is 17.28% and the 5-year return is 8.49%. JTSQX dividend yield stands at 4.76%, paid annually.

JTSQX 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 JTSQX holdings, JTSQX sectors, or JTSQX dividends.

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