JTSZX Mutual Fund

JTSZX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class R2) is managed by J.P. Morgan Asset Management with $145.9M in net assets. JTSZX expense ratio is 1.14%, holding 24 positions across sectors including Financials. Inception date: 2008-11-03.

JTSZX performance shows a YTD return of 7.96%. The 1-year return is 16.73% and the 5-year return is 7.96%. JTSZX dividend yield stands at 4.39%, paid annually.

JTSZX 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 JTSZX holdings, JTSZX sectors, or JTSZX dividends.

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