JAKPX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R3) is managed by J.P. Morgan Asset Management with $7.8M in net assets. JAKPX expense ratio is 0.89%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2016-09-09.

JAKPX performance shows a YTD return of 8.11%. The 1-year return is 18.66% and the 5-year return is 8.50%. JAKPX dividend yield stands at 3.56%, paid annually.

JAKPX 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 JAKPX holdings, sector breakdown, or dividend history.

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