JTSAX Mutual Fund
JTSAX Mutual Fund
JPMorgan Smartretirement 2050 Fund Class A
JTSAX Mutual Fund Overview
JTSAX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class A) is managed by J.P. Morgan Asset Management with $441.9M in net assets. JTSAX expense ratio is 0.83%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2007-07-31.
JTSAX performance shows a YTD return of 8.97%. The 1-year return is 18.72% and the 5-year return is 8.55%. JTSAX dividend yield stands at 4.53%, paid annually.
JTSAX top holdings include JPMorgan International Research Enhanced Equity ETF (12.9%), U.S. Equity Fund, Class R6 (11.9%), U.S. Research Enhanced Equity Fund, Class R6 (11.8%), Value Advantage Fund, Class R6 (11.4%), Jpmorgan Growth Advantage Fund Class R6 (11.3%). View all JTSAX holdings, sector breakdown, or dividend history.
JTSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JTSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.