JPSRX Mutual Fund
JPSRX Mutual Fund
JPMorgan Smartretirement Blend 2035 Fund Class I
JPSRX Mutual Fund Overview
JPSRX Mutual Fund (JPMorgan Smartretirement Blend 2035 Fund Class I) is managed by J.P. Morgan Asset Management with $3.5M in net assets. JPSRX expense ratio is 0.42%, holding 899 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JPSRX performance shows a YTD return of 7.68%. The 1-year return is 18.31% and the 5-year return is 7.56%. JPSRX dividend yield stands at 2.62%, paid annually.
JPSRX top holdings include Jpmorgan Equity Index Fund, Class R6 (36.0%), Jpmorgan Core Plus Bond Fund, Class R6 (20.9%), Jpmorgan Betabuilders International Equity ETF (16.5%), Jpmorgan High Yield Fund, Class R6 (4.2%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (3.7%). View all JPSRX holdings, sector breakdown, or dividend history.
JPSRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JPSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.