JSIZX Mutual Fund (JPMorgan Smartretirement Income Fund Class R2) is managed by J.P. Morgan Asset Management with $98.4M in net assets. JSIZX expense ratio is 1.09%, holding 20 positions across sectors including Unknown, Financials. Inception date: 2008-11-03.

JSIZX performance shows a YTD return of 4.34%. The 1-year return is 10.25% and the 5-year return is 3.92%. JSIZX dividend yield stands at 4.23%, paid annually.

JSIZX 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 JSIZX holdings, sector breakdown, or dividend history.

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