SRJYX Mutual Fund
SRJYX Mutual Fund
SRJYX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class R6
SRJYX Mutual Fund Overview
SRJYX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.56B in net assets. SRJYX expense ratio is 0.39%, holding 22 positions across sectors including Financials. Inception date: 2014-11-03.
SRJYX performance shows a YTD return of 7.85%. The 1-year return is 13.03% and the 5-year return is 6.88%. SRJYX dividend yield stands at 5.62%, paid annually.
SRJYX 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 SRJYX holdings, SRJYX sectors, or SRJYX dividends.
SRJYX can be compared against other funds. Use SRJYX overlap to find shared positions, or SRJYX vs another fund for a side-by-side view. SRJYX alternatives are available via the screener, along with tax-loss harvesting opportunities.