JTSZX Mutual Fund
JTSZX Mutual Fund
JPMorgan Smartretirement 2050 Fund Class R2
JTSZX Mutual Fund Overview
JTSZX Mutual Fund (JPMorgan Smartretirement 2050 Fund Class R2) is managed by J.P. Morgan Asset Management with $140.1M in net assets. JTSZX expense ratio is 1.14%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2008-11-03.
JTSZX performance shows a YTD return of 8.76%. The 1-year return is 18.33% and the 5-year return is 8.21%. JTSZX dividend yield stands at 4.36%, paid annually.
JTSZX 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 JTSZX holdings, sector breakdown, or dividend history.
JTSZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JTSZX alternatives are available via the screener, along with tax-loss harvesting opportunities.