JSMZX Mutual Fund (JPMorgan Smartretirement 2030 Fund Class R2) is managed by J.P. Morgan Asset Management with $174.0M in net assets. JSMZX expense ratio is 1.10%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2008-11-03.

JSMZX performance shows a YTD return of 5.55%. The 1-year return is 12.75% and the 5-year return is 5.25%. JSMZX dividend yield stands at 5.10%, paid annually.

JSMZX 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 JSMZX holdings, sector breakdown, or dividend history.

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