JSMEX Mutual Fund (JPMorgan SmartRetirement 2065 Fund Class A) is managed by J.P. Morgan Asset Management with $14.1M in net assets. JSMEX expense ratio is 0.84%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2022-11-01.

JSMEX performance shows a YTD return of 8.14%. The 1-year return is 18.58%. JSMEX dividend yield stands at 2.88%, paid annually.

JSMEX top holdings include JPMorgan International Research Enhanced Equity ETF (12.9%), U.S. Equity Fund, Class R6 (11.9%), U.S. Research Enhanced Equity Fund, Class R6 (11.7%), Value Advantage Fund, Class R6 (11.3%), Jpmorgan Growth Advantage Fund Class R6 (11.3%). View all JSMEX holdings, sector breakdown, or dividend history.

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