JATQX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class R3) is managed by J.P. Morgan Asset Management with $2.4M in net assets. JATQX expense ratio is 0.67%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2017-05-31.

JATQX performance shows a YTD return of 10.29%. The 1-year return is 22.91% and the 5-year return is 9.40%. JATQX dividend yield stands at 2.00%, paid annually.

JATQX 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 JATQX holdings, sector breakdown, or dividend history.

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