JSRCX Mutual Fund
JSRCX Mutual Fund
JPMorgan Smartretirement Income Fund Class C
JSRCX Mutual Fund Overview
JSRCX Mutual Fund (JPMorgan Smartretirement Income Fund Class C) is managed by J.P. Morgan Asset Management with $4.3M in net assets. JSRCX expense ratio is 1.32%, holding 20 positions across sectors including Unknown, Financials. Inception date: 2006-05-15.
JSRCX performance shows a YTD return of 4.27%. The 1-year return is 10.01% and the 5-year return is 3.68%. JSRCX dividend yield stands at 3.98%, paid annually.
JSRCX 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 JSRCX holdings, sector breakdown, or dividend history.
JSRCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.