JAKEX Mutual Fund (JPMorgan SmartRetirement Blend 2070 Fund Class R2) is managed by J.P. Morgan Asset Management with $20,968.14 in net assets. JAKEX expense ratio is 0.92%, holding 14 positions across sectors including Unknown, Financials, Other. Inception date: 2026-02-27.

JAKEX performance shows a YTD return of 6.30%..

JAKEX 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 JAKEX holdings, sector breakdown, or dividend history.

JAKEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAKEX alternatives are available via the screener, along with tax-loss harvesting opportunities.