JSMCX Mutual Fund
JSMCX Mutual Fund
JPMorgan Smartretirement 2030 Fund Class C
JSMCX Mutual Fund Overview
JSMCX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class C) is managed by J.P. Morgan Asset Management with $7.0M in net assets. JSMCX expense ratio is 1.35%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2006-05-15.
JSMCX performance shows a YTD return of 4.55%. The 1-year return is 12.49% and the 5-year return is 5.00%. JSMCX dividend yield stands at 4.72%, paid annually.
JSMCX 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 JSMCX holdings, sector breakdown, or dividend history.
JSMCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.