SRJSX Mutual Fund
SRJSX Mutual Fund
SRJSX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class I
SRJSX Mutual Fund Overview
SRJSX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class I) is managed by J.P. Morgan Asset Management with $111.8M in net assets. SRJSX expense ratio is 0.64%, holding 22 positions across sectors including Financials. Inception date: 2007-07-31.
SRJSX performance shows a YTD return of 7.67%. The 1-year return is 12.79% and the 5-year return is 6.61%. SRJSX dividend yield stands at 5.41%, paid annually.
SRJSX 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 SRJSX holdings, SRJSX sectors, or SRJSX dividends.
SRJSX can be compared against other funds. Use SRJSX overlap to find shared positions, or SRJSX vs another fund for a side-by-side view. SRJSX alternatives are available via the screener, along with tax-loss harvesting opportunities.