JATPX Mutual Fund
JATPX Mutual Fund
JPMorgan SmartRetirement Blend 2060 Fund Class R2
JATPX Mutual Fund Overview
JATPX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class R2) is managed by J.P. Morgan Asset Management with $879,303.54 in net assets. JATPX expense ratio is 0.92%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2016-08-31.
JATPX performance shows a YTD return of 10.78%. The 1-year return is 22.61% and the 5-year return is 9.14%. JATPX dividend yield stands at 1.64%, paid annually.
JATPX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.7%), Jpmorgan Betabuilders International Equity ETF (22.9%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.5%), Jpmorgan Core Plus Bond Fund, Class R6 (4.9%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). View all JATPX holdings, sector breakdown, or dividend history.
JATPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JATPX alternatives are available via the screener, along with tax-loss harvesting opportunities.