JAKYX Mutual Fund (JPMorgan Smartretirement 2060 Fund Class R6) is managed by J.P. Morgan Asset Management with $497.0M in net assets. JAKYX expense ratio is 0.39%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2016-08-31.

JAKYX performance shows a YTD return of 8.42%. The 1-year return is 19.24% and the 5-year return is 9.05%. JAKYX dividend yield stands at 4.07%, paid annually.

JAKYX 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 JAKYX holdings, sector breakdown, or dividend history.

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