JATUX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class R4) is managed by J.P. Morgan Asset Management with $10.8M in net assets. JATUX expense ratio is 0.42%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2017-05-31.

JATUX performance shows a YTD return of 11.03%. The 1-year return is 23.23% and the 5-year return is 9.68%. JATUX dividend yield stands at 2.01%, paid annually.

JATUX 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 JATUX holdings, sector breakdown, or dividend history.

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