SRJCX Mutual Fund

SRJCX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class C) is managed by J.P. Morgan Asset Management with $6.6M in net assets. SRJCX expense ratio is 1.39%, holding 24 positions across sectors including Financials. Inception date: 2007-07-31.

SRJCX performance shows a YTD return of 5.63%. The 1-year return is 12.83% and the 5-year return is 5.85%. SRJCX dividend yield stands at 4.82%, paid annually.

SRJCX top holdings include Jpmorgan Core Bond Fund, Class R6 (13.8%), Jpmorgan Core Plus Bond Fund, Class R6 (13.8%), U.S. Research Enhanced Equity Fund, Class R6 (12.1%), U.S. Equity Fund, Class R6 (12.1%), JPMorgan International Research Enhanced Equity ETF (9.7%). Go to all SRJCX holdings, SRJCX sectors, or SRJCX dividends.

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