JTSQX Mutual Fund
JTSQX Mutual Fund
JPMorgan Smartretirement 2050 Fund Class R4
JTSQX Mutual Fund Overview
JTSQX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class R4) is managed by J.P. Morgan Asset Management with $16.5M in net assets. JTSQX expense ratio is 0.64%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2016-09-09.
JTSQX performance shows a YTD return of 9.06%. The 1-year return is 18.95% and the 5-year return is 8.76%. JTSQX dividend yield stands at 4.73%, paid annually.
JTSQX 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 JTSQX holdings, sector breakdown, or dividend history.
JTSQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JTSQX alternatives are available via the screener, along with tax-loss harvesting opportunities.