JUTUX Mutual Fund
JUTUX Mutual Fund
JUTUX Mutual Fund
JPMorgan Smartretirement Blend 2030 Fund Class R4
JUTUX Mutual Fund Overview
JUTUX Mutual Fund (JPMorgan Smartretirement Blend 2030 Fund Class R4) is managed by J.P. Morgan Asset Management with $51.5M in net assets. JUTUX expense ratio is 0.42%, holding 1110 positions across sectors including Financials, Utilities, Industrials. Inception date: 2017-05-31.
JUTUX performance shows a YTD return of 6.17%. The 1-year return is 14.10% and the 5-year return is 6.03%. JUTUX dividend yield stands at 2.89%, paid annually.
JUTUX 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 JUTUX holdings, JUTUX sectors, or JUTUX dividends.
JUTUX can be compared against other funds. Use JUTUX overlap to find shared positions, or JUTUX vs another fund for a side-by-side view. JUTUX alternatives are available via the screener, along with tax-loss harvesting opportunities.