JSIQX Mutual Fund
JSIQX Mutual Fund
JPMorgan Smartretirement Income Fund Class R4
JSIQX Mutual Fund Overview
JSIQX Mutual Fund (JPMorgan Smartretirement Income Fund Class R4) is managed by J.P. Morgan Asset Management with $14.0M in net assets. JSIQX expense ratio is 0.59%, holding 20 positions across sectors including Unknown, Financials. Inception date: 2016-09-09.
JSIQX performance shows a YTD return of 4.62%. The 1-year return is 10.83% and the 5-year return is 4.44%. JSIQX dividend yield stands at 4.61%, paid annually.
JSIQX 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 JSIQX holdings, sector breakdown, or dividend history.
JSIQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSIQX alternatives are available via the screener, along with tax-loss harvesting opportunities.