JSRAX Mutual Fund
JSRAX Mutual Fund
JPMorgan Smartretirement Income Fund Class A
JSRAX Mutual Fund Overview
JSRAX Mutual Fund (JPMorgan Smartretirement Income Fund Class A) is managed by J.P. Morgan Asset Management with $487.2M in net assets. JSRAX expense ratio is 0.69%, holding 20 positions across sectors including Unknown, Financials. Inception date: 2006-05-15.
JSRAX performance shows a YTD return of 4.63%. The 1-year return is 10.71% and the 5-year return is 4.35%. JSRAX dividend yield stands at 4.49%, paid annually.
JSRAX top holdings include Jpmorgan Core Bond Fund, Class R6 (32.9%), Jpmorgan Core Plus Bond Fund, Class R6 (11.0%), U.S. Research Enhanced Equity Fund, Class R6 (9.1%), U.S. Equity Fund, Class R6 (9.0%), Jpmorgan High Yield Fund, Class R6 (7.2%). View all JSRAX holdings, sector breakdown, or dividend history.
JSRAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSRAX alternatives are available via the screener, along with tax-loss harvesting opportunities.