SRJAX Mutual Fund

SRJAX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class A) is managed by J.P. Morgan Asset Management with $617.0M in net assets. SRJAX expense ratio is 0.83%, holding 24 positions across sectors including Financials. Inception date: 2007-07-31.

SRJAX performance shows a YTD return of 6.01%. The 1-year return is 13.54% and the 5-year return is 6.45%. SRJAX dividend yield stands at 5.34%, paid annually.

SRJAX top holdings include Jpmorgan Core Plus Bond Fund, Class R6 (20.9%), JPMorgan International Research Enhanced Equity ETF (9.4%), U.S. Research Enhanced Equity Fund, Class R6 (8.7%), U.S. Equity Fund, Class R6 (8.6%), Jpmorgan Growth Advantage Fund Class R6 (8.3%). 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.