JSAZX Mutual Fund
JSAZX Mutual Fund
JPMorgan Smartretirement 2045 Fund Class R2
JSAZX Mutual Fund Overview
JSAZX Mutual Fund (JPMorgan Smartretirement 2045 Fund Class R2) is managed by J.P. Morgan Asset Management with $147.1M in net assets. JSAZX expense ratio is 1.14%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2008-11-03.
JSAZX performance shows a YTD return of 7.38%. The 1-year return is 17.36% and the 5-year return is 7.86%. JSAZX dividend yield stands at 4.51%, paid annually.
JSAZX 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 JSAZX holdings, sector breakdown, or dividend history.
JSAZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSAZX alternatives are available via the screener, along with tax-loss harvesting opportunities.