JNSZX Mutual Fund
JNSZX Mutual Fund
JPMorgan Smartretirement 2025 Fund Class R2
JNSZX Mutual Fund Overview
JNSZX Mutual Fund (JPMorgan Smartretirement 2025 Fund Class R2) is managed by J.P. Morgan Asset Management with $87.3M in net assets. JNSZX expense ratio is 1.10%, holding 20 positions across sectors including Unknown, Financials. Inception date: 2008-11-03.
JNSZX performance shows a YTD return of 4.50%. The 1-year return is 10.60% and the 5-year return is 4.15%. JNSZX dividend yield stands at 6.49%, paid annually.
JNSZX top holdings include Jpmorgan Core Bond Fund, Class R6 (32.5%), Jpmorgan Core Plus Bond Fund, Class R6 (10.9%), U.S. Equity Fund, Class R6 (9.6%), U.S. Research Enhanced Equity Fund, Class R6 (9.6%), Jpmorgan High Yield Fund, Class R6 (7.0%). View all JNSZX holdings, sector breakdown, or dividend history.
JNSZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JNSZX alternatives are available via the screener, along with tax-loss harvesting opportunities.