JSMAX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class A) is managed by J.P. Morgan Asset Management with $585.8M in net assets. JSMAX expense ratio is 0.79%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2006-05-15.

JSMAX performance shows a YTD return of 4.90%. The 1-year return is 13.11% and the 5-year return is 5.59%. JSMAX dividend yield stands at 5.31%, paid annually.

JSMAX top holdings include Jpmorgan Core Bond Fund, Class R6 (27.7%), U.S. Research Enhanced Equity Fund, Class R6 (12.7%), U.S. Equity Fund, Class R6 (12.5%), Jpmorgan Core Plus Bond Fund, Class R6 (9.2%), JPMorgan International Research Enhanced Equity ETF (7.7%). View all JSMAX holdings, sector breakdown, or dividend history.

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