JAKSX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class I) is managed by J.P. Morgan Asset Management with $54.9M in net assets. JAKSX expense ratio is 0.64%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2016-08-31.

JAKSX performance shows a YTD return of 8.29%. The 1-year return is 18.92% and the 5-year return is 8.77%. JAKSX dividend yield stands at 3.89%, paid annually.

JAKSX 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 JAKSX holdings, sector breakdown, or dividend history.

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