JSMPX Mutual Fund
JSMPX Mutual Fund
JPMorgan SmartRetirement 2065 Fund Class R3 Class R3
JSMPX Mutual Fund Overview
JSMPX Mutual Fund (JPMorgan SmartRetirement 2065 Fund Class R3 Class R3) is managed by J.P. Morgan Asset Management with $67,956.39 in net assets. JSMPX expense ratio is 0.90%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2022-11-01.
JSMPX performance shows a YTD return of 8.10%. The 1-year return is 18.55%. JSMPX dividend yield stands at 1.29%, paid annually.
JSMPX 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 JSMPX holdings, sector breakdown, or dividend history.
JSMPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSMPX alternatives are available via the screener, along with tax-loss harvesting opportunities.