JTSSX Mutual Fund

JTSSX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class I) is managed by J.P. Morgan Asset Management with $166.6M in net assets. JTSSX expense ratio is 0.64%, holding 24 positions across sectors including Financials. Inception date: 2007-07-31.

JTSSX performance shows a YTD return of 8.28%. The 1-year return is 17.28% and the 5-year return is 8.49%. JTSSX dividend yield stands at 4.73%, paid annually.

JTSSX 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 JTSSX holdings, JTSSX sectors, or JTSSX dividends.

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