JTSIX Mutual Fund
JTSIX Mutual Fund
JPMorgan Smartretirement 2050 Fund Class R5
JTSIX Mutual Fund Overview
JTSIX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class R5) is managed by J.P. Morgan Asset Management with $767.7M in net assets. JTSIX expense ratio is 0.49%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2007-07-31.
JTSIX performance shows a YTD return of 9.12%. The 1-year return is 19.09% and the 5-year return is 8.91%. JTSIX dividend yield stands at 4.81%, paid annually.
JTSIX 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 JTSIX holdings, sector breakdown, or dividend history.
JTSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JTSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.