SRJAX Mutual Fund

SRJAX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class A) is managed by J.P. Morgan Asset Management with $542.7M in net assets. SRJAX expense ratio is 0.83%, holding 22 positions across sectors including Financials. Inception date: 2007-07-31.

SRJAX performance shows a YTD return of 7.55%. The 1-year return is 12.58% and the 5-year return is 6.41%. SRJAX dividend yield stands at 5.26%, paid annually.

SRJAX top holdings include Jpmorgan Core Plus Bond Fund, Class R6 (13.8%), Jpmorgan Core Bond Fund, Class R6 (13.8%), U.S. Equity Fund, Class R6 (12.3%), U.S. Research Enhanced Equity Fund, Class R6 (12.1%), JPMorgan International Research Enhanced Equity ETF (9.6%). Go to all SRJAX holdings, SRJAX sectors, or SRJAX dividends.

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