JTSPX Mutual Fund
JTSPX Mutual Fund
JPMorgan Smartretirement 2050 Fund Class R3
JTSPX Mutual Fund Overview
JTSPX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class R3) is managed by J.P. Morgan Asset Management with $15.2M in net assets. JTSPX expense ratio is 0.89%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2016-09-09.
JTSPX performance shows a YTD return of 8.89%. The 1-year return is 18.61% and the 5-year return is 8.48%. JTSPX dividend yield stands at 4.46%, paid annually.
JTSPX 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 JTSPX holdings, sector breakdown, or dividend history.
JTSPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JTSPX alternatives are available via the screener, along with tax-loss harvesting opportunities.