SRJYX Mutual Fund

SRJYX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.54B 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 5.54%. The 1-year return is 7.09% and the 5-year return is 6.27%. SRJYX dividend yield stands at 2.75%, 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.