JUTUX Mutual Fund
JUTUX Mutual Fund
JPMorgan Smartretirement Blend 2030 Fund Class R4
JUTUX Mutual Fund Overview
JUTUX Mutual Fund (JPMorgan Smartretirement Blend 2030 Fund Class R4) is managed by J.P. Morgan Asset Management with $49.6M in net assets. JUTUX expense ratio is 0.42%, holding 1110 positions across sectors including Unknown, Financials, Other. Inception date: 2017-05-31.
JUTUX performance shows a YTD return of 6.17%. The 1-year return is 15.52% and the 5-year return is 6.30%. JUTUX dividend yield stands at 2.86%, paid annually.
JUTUX top holdings include Jpmorgan Equity Index Fund, Class R6 (29.2%), Jpmorgan Betabuilders International Equity ETF (13.3%), Jpmorgan Core Plus Bond Fund, Class R6 (9.2%), Jpmorgan High Yield Fund, Class R6 (5.6%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (2.8%). View all JUTUX holdings, sector breakdown, or dividend history.
JUTUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUTUX alternatives are available via the screener, along with tax-loss harvesting opportunities.