SRJZX Mutual Fund
SRJZX Mutual Fund
SRJZX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class R2
SRJZX Mutual Fund Overview
SRJZX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R2) is managed by J.P. Morgan Asset Management with $179.6M in net assets. SRJZX expense ratio is 1.14%, holding 24 positions across sectors including Financials. Inception date: 2008-11-03.
SRJZX performance shows a YTD return of 5.82%. The 1-year return is 13.18% and the 5-year return is 6.11%. SRJZX dividend yield stands at 5.11%, paid annually.
SRJZX 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 SRJZX holdings, SRJZX sectors, or SRJZX dividends.
SRJZX can be compared against other funds. Use SRJZX overlap to find shared positions, or SRJZX vs another fund for a side-by-side view. SRJZX alternatives are available via the screener, along with tax-loss harvesting opportunities.