JAKSX Mutual Fund
NAV$28.23
AUM$55M
TER0.64%
Holdings24
JAKSX Mutual Fund
NAV$28.23
JPMorgan Smartretirement 2060 Fund Class I
AUM$55M
TER0.64%
Holdings24
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Showing 10 of 24 holdings(as of Mar 31, 2026)Top 10 Weight: 87.16%
JAKSX Mutual Fund Top Holdings
JAKSX holdings top 10 positions. The top 10 holdings account for 87.2% of the fund, led by JPMorgan International Research Enhanced Equity ETF at 12.8%, U.S. Research Enhanced Equity Fund, Class R6 at 11.9%, U.S. Equity Fund, Class R6 at 11.7%.
JAKSX portfolio concentration is relatively high, with the top 10 representing 87.2% of total assets. The largest sector exposure is Unknown at 97.7%.
JAKSX sector allocation provides a detailed breakdown. JAKSX overlap tool shows how holdings compare to other funds in your portfolio.