JSMNX Mutual Fund
JSMNX Mutual Fund
JPMorgan Smartretirement 2030 Fund Class R3
JSMNX Mutual Fund Overview
JSMNX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class R3) is managed by J.P. Morgan Asset Management with $15.1M in net assets. JSMNX expense ratio is 0.85%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2016-09-09.
JSMNX performance shows a YTD return of 4.85%. The 1-year return is 13.01% and the 5-year return is 5.52%. JSMNX dividend yield stands at 5.22%, paid annually.
JSMNX 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 JSMNX holdings, sector breakdown, or dividend history.
JSMNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSMNX alternatives are available via the screener, along with tax-loss harvesting opportunities.