JSIPX Mutual Fund (JPMorgan Smartretirement Income Fund Class R3) is managed by J.P. Morgan Asset Management with $8.2M in net assets. JSIPX expense ratio is 0.84%, holding 20 positions across sectors including Unknown, Financials. Inception date: 2016-09-09.

JSIPX performance shows a YTD return of 4.46%. The 1-year return is 10.53% and the 5-year return is 4.18%. JSIPX dividend yield stands at 4.37%, paid annually.

JSIPX top holdings include Jpmorgan Core Bond Fund, Class R6 (32.9%), Jpmorgan Core Plus Bond Fund, Class R6 (11.0%), U.S. Research Enhanced Equity Fund, Class R6 (9.1%), U.S. Equity Fund, Class R6 (9.0%), Jpmorgan High Yield Fund, Class R6 (7.2%). View all JSIPX holdings, sector breakdown, or dividend history.

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