JAKCX Mutual Fund
JAKCX Mutual Fund
JPMorgan Smartretirement 2060 Fund Class C
JAKCX Mutual Fund Overview
JAKCX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class C) is managed by J.P. Morgan Asset Management with $3.8M in net assets. JAKCX expense ratio is 1.39%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2016-08-31.
JAKCX performance shows a YTD return of 7.81%. The 1-year return is 18.08% and the 5-year return is 7.97%. JAKCX dividend yield stands at 3.25%, paid annually.
JAKCX top holdings include JPMorgan International Research Enhanced Equity ETF (12.8%), U.S. Research Enhanced Equity Fund, Class R6 (11.9%), U.S. Equity Fund, Class R6 (11.7%), Value Advantage Fund, Class R6 (11.4%), Jpmorgan Growth Advantage Fund Class R6 (11.2%). View all JAKCX holdings, sector breakdown, or dividend history.
JAKCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAKCX alternatives are available via the screener, along with tax-loss harvesting opportunities.