JPTLX Mutual Fund
JPTLX Mutual Fund
JPMorgan Smartretirement Blend 2035 Fund Class R3
JPTLX Mutual Fund Overview
JPTLX Mutual Fund (JPMorgan Smartretirement Blend 2035 Fund Class R3) is managed by J.P. Morgan Asset Management with $15.7M in net assets. JPTLX expense ratio is 0.67%, holding 899 positions across sectors including Unknown, Financials, Other. Inception date: 2017-05-31.
JPTLX performance shows a YTD return of 8.31%. The 1-year return is 17.99% and the 5-year return is 7.30%. JPTLX dividend yield stands at 2.34%, paid annually.
JPTLX 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 JPTLX holdings, sector breakdown, or dividend history.
JPTLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JPTLX alternatives are available via the screener, along with tax-loss harvesting opportunities.