SRJQX Mutual Fund
SRJQX Mutual Fund
SRJQX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class R4
SRJQX Mutual Fund Overview
SRJQX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R4) is managed by J.P. Morgan Asset Management with $5.1M in net assets. SRJQX expense ratio is 0.64%, holding 22 positions across sectors including Financials. Inception date: 2016-09-09.
SRJQX performance shows a YTD return of 7.67%. The 1-year return is 12.81% and the 5-year return is 6.62%. SRJQX dividend yield stands at 5.42%, paid annually.
SRJQX 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 SRJQX holdings, SRJQX sectors, or SRJQX dividends.
SRJQX can be compared against other funds. Use SRJQX overlap to find shared positions, or SRJQX vs another fund for a side-by-side view. SRJQX alternatives are available via the screener, along with tax-loss harvesting opportunities.