JSAIX Mutual Fund
JSAIX Mutual Fund
JPMorgan Smartretirement 2045 Fund Class R5
JSAIX Mutual Fund Overview
JSAIX Mutual Fund (JPMorgan Smartretirement 2045 Fund Class R5) is managed by J.P. Morgan Asset Management with $656.3M in net assets. JSAIX expense ratio is 0.49%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2007-07-31.
JSAIX performance shows a YTD return of 7.76%. The 1-year return is 18.14% and the 5-year return is 8.57%. JSAIX dividend yield stands at 4.96%, paid annually.
JSAIX top holdings include JPMorgan International Research Enhanced Equity ETF (12.2%), U.S. Equity Fund, Class R6 (11.1%), U.S. Research Enhanced Equity Fund, Class R6 (11.1%), Jpmorgan Growth Advantage Fund Class R6 (10.6%), Value Advantage Fund, Class R6 (10.6%). View all JSAIX holdings, sector breakdown, or dividend history.
JSAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.