SRJIX Mutual Fund
SRJIX Mutual Fund
SRJIX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class R5
SRJIX Mutual Fund Overview
SRJIX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R5) is managed by J.P. Morgan Asset Management with $737.3M in net assets. SRJIX expense ratio is 0.49%, holding 22 positions across sectors including Financials. Inception date: 2007-07-31.
SRJIX performance shows a YTD return of 7.76%. The 1-year return is 12.98% and the 5-year return is 6.77%. SRJIX dividend yield stands at 5.53%, paid annually.
SRJIX 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 SRJIX holdings, SRJIX sectors, or SRJIX dividends.
SRJIX can be compared against other funds. Use SRJIX overlap to find shared positions, or SRJIX vs another fund for a side-by-side view. SRJIX alternatives are available via the screener, along with tax-loss harvesting opportunities.