JSMSX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class I) is managed by J.P. Morgan Asset Management with $203.3M in net assets. JSMSX expense ratio is 0.60%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2006-05-15.

JSMSX performance shows a YTD return of 5.03%. The 1-year return is 13.30% and the 5-year return is 5.78%. JSMSX dividend yield stands at 5.51%, paid annually.

JSMSX 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 JSMSX holdings, sector breakdown, or dividend history.

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