JSRSX Mutual Fund (JPMorgan Smartretirement Income Fund Class I) is managed by J.P. Morgan Asset Management with $111.0M in net assets. JSRSX expense ratio is 0.57%, holding 20 positions across sectors including Unknown, Financials. Inception date: 2006-05-15.

JSRSX performance shows a YTD return of 4.68%. The 1-year return is 10.88% and the 5-year return is 4.47%. JSRSX dividend yield stands at 4.60%, paid annually.

JSRSX 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 JSRSX holdings, sector breakdown, or dividend history.

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