SRJPX Mutual Fund

SRJPX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R3) is managed by J.P. Morgan Asset Management with $24.1M in net assets. SRJPX expense ratio is 0.89%, holding 24 positions across sectors including Financials. Inception date: 2016-09-09.

SRJPX performance shows a YTD return of 5.96%. The 1-year return is 13.41% and the 5-year return is 6.38%. SRJPX dividend yield stands at 5.31%, paid annually.

SRJPX 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 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.