JSAQX Mutual Fund
JSAQX Mutual Fund
JPMorgan Smartretirement 2045 Fund Class R4
JSAQX Mutual Fund Overview
JSAQX Mutual Fund (JPMorgan Smartretirement 2045 Fund Class R4) is managed by J.P. Morgan Asset Management with $4.0M in net assets. JSAQX expense ratio is 0.64%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2016-09-09.
JSAQX performance shows a YTD return of 7.67%. The 1-year return is 17.96% and the 5-year return is 8.41%. JSAQX dividend yield stands at 4.92%, paid annually.
JSAQX 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 JSAQX holdings, sector breakdown, or dividend history.
JSAQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSAQX alternatives are available via the screener, along with tax-loss harvesting opportunities.