JAKDX Mutual Fund
JAKDX Mutual Fund
JPMorgan SmartRetirement Blend 2070 Fund Class I
JAKDX Mutual Fund Overview
JAKDX Mutual Fund (JPMorgan SmartRetirement Blend 2070 Fund Class I) is managed by J.P. Morgan Asset Management with $21,011.16 in net assets. JAKDX expense ratio is 0.42%, holding 14 positions across sectors including Unknown, Financials, Other. Inception date: 2026-02-27.
JAKDX performance shows data across multiple time periods..
JAKDX top holdings include Jpmorgan Equity Index Fund, Class R6 (47.3%), Jpmorgan Betabuilders International Equity ETF (22.6%), SPDR Portfolio S&P 400 Mid Cap ETF (6.5%), Jpmorgan Core Plus Bond Fund, Class R6 (5.0%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.1%). View all JAKDX holdings, sector breakdown, or dividend history.
JAKDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAKDX alternatives are available via the screener, along with tax-loss harvesting opportunities.