JUTPX Mutual Fund
JUTPX Mutual Fund
JUTPX Mutual Fund
JPMorgan Smartretirement Blend 2030 Fund Class R3
JUTPX Mutual Fund Overview
JUTPX Mutual Fund (JPMorgan Smartretirement Blend 2030 Fund Class R3) is managed by J.P. Morgan Asset Management with $13.7M in net assets. JUTPX expense ratio is 0.67%, holding 1110 positions across sectors including Financials, Utilities, Industrials. Inception date: 2017-05-31.
JUTPX performance shows a YTD return of 6.03%. The 1-year return is 13.81% and the 5-year return is 5.76%. JUTPX dividend yield stands at 2.61%, paid annually.
JUTPX top holdings include Jpmorgan Equity Index Fund, Class R6 (29.2%), Jpmorgan Betabuilders International Equity ETF (13.3%), Jpmorgan Core Plus Bond Fund, Class R6 (9.2%), Jpmorgan High Yield Fund, Class R6 (5.6%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (2.8%). Go to all JUTPX holdings, JUTPX sectors, or JUTPX dividends.
JUTPX can be compared against other funds. Use JUTPX overlap to find shared positions, or JUTPX vs another fund for a side-by-side view. JUTPX alternatives are available via the screener, along with tax-loss harvesting opportunities.