JAKFX Mutual Fund
JAKFX Mutual Fund
JPMorgan SmartRetirement Blend 2070 Fund Class R3
JAKFX Mutual Fund Overview
JAKFX Mutual Fund (JPMorgan SmartRetirement Blend 2070 Fund Class R3) is managed by J.P. Morgan Asset Management with $21,831.47 in net assets. JAKFX expense ratio is 0.67%, holding 14 positions across sectors including Unknown, Financials, Other. Inception date: 2026-02-27.
JAKFX performance shows a YTD return of 6.43%..
JAKFX 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 JAKFX holdings, sector breakdown, or dividend history.
JAKFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAKFX alternatives are available via the screener, along with tax-loss harvesting opportunities.