SRJPX Mutual Fund
SRJPX Mutual Fund
SRJPX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class R3
SRJPX Mutual Fund Overview
SRJPX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R3) is managed by J.P. Morgan Asset Management with $23.0M in net assets. SRJPX expense ratio is 0.89%, holding 22 positions across sectors including Financials. Inception date: 2016-09-09.
SRJPX performance shows a YTD return of 7.51%. The 1-year return is 12.50% and the 5-year return is 6.34%. SRJPX dividend yield stands at 5.23%, paid annually.
SRJPX 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 SRJPX holdings, SRJPX sectors, or SRJPX dividends.
SRJPX can be compared against other funds. Use SRJPX overlap to find shared positions, or SRJPX vs another fund for a side-by-side view. SRJPX alternatives are available via the screener, along with tax-loss harvesting opportunities.