JSIZX Mutual Fund
NAV$17.15
AUM$98M
TER1.09%
Holdings20
JSIZX Mutual Fund
NAV$17.15
JPMorgan Smartretirement Income Fund Class R2
AUM$98M
TER1.09%
Holdings20
See inside every mutual fund you own
$29/moCancel anytime.
Showing top 15 of 20 holdingsSee all 20 holdings(as of Mar 31, 2026)
JSIZX Mutual Fund All Holdings
JSIZX holdings total 20 positions. The top 10 holdings account for 89.6% of the fund, led by Jpmorgan Core Bond Fund, Class R6 at 32.9%, Jpmorgan Core Plus Bond Fund, Class R6 at 11.0%, U.S. Research Enhanced Equity Fund, Class R6 at 9.1%.
JSIZX portfolio concentration is relatively high, with the top 10 representing 89.6% of total assets. The largest sector exposure is Unknown at 97.1%.
JSIZX sector allocation provides a detailed breakdown. JSIZX overlap tool shows how holdings compare to other funds in your portfolio.