JACSX Mutual Fund
JACSX Mutual Fund
JPMorgan SmartRetirement Blend 2060 Fund Class I
JACSX Mutual Fund Overview
JACSX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class I) is managed by J.P. Morgan Asset Management with $16.7M in net assets. JACSX expense ratio is 0.42%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2016-08-31.
JACSX performance shows a YTD return of 11.07%. The 1-year return is 23.26% and the 5-year return is 9.69%. JACSX dividend yield stands at 2.00%, paid annually.
JACSX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.7%), Jpmorgan Betabuilders International Equity ETF (22.9%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.5%), Jpmorgan Core Plus Bond Fund, Class R6 (4.9%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). View all JACSX holdings, sector breakdown, or dividend history.
JACSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JACSX alternatives are available via the screener, along with tax-loss harvesting opportunities.