SRJZX Mutual Fund

SRJZX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R2) is managed by J.P. Morgan Asset Management with $172.8M in net assets. SRJZX expense ratio is 1.14%, holding 22 positions across sectors including Financials. Inception date: 2008-11-03.

SRJZX performance shows a YTD return of 7.32%. The 1-year return is 12.22% and the 5-year return is 6.08%. SRJZX dividend yield stands at 5.04%, paid annually.

SRJZX 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 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.