JTSYX Mutual Fund

JTSYX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.28B in net assets. JTSYX expense ratio is 0.39%, holding 24 positions across sectors including Financials. Inception date: 2014-11-03.

JTSYX performance shows a YTD return of 8.45%. The 1-year return is 17.61% and the 5-year return is 8.76%. JTSYX dividend yield stands at 4.92%, paid annually.

JTSYX 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 JTSYX holdings, JTSYX sectors, or JTSYX dividends.

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