SRJAX Mutual Fund
SRJAX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class A
SRJAX Mutual Fund Overview
SRJAX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class A) is managed by J.P. Morgan Asset Management with $613.3M in net assets. SRJAX expense ratio is 0.83%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2007-07-31.
SRJAX performance shows a YTD return of 6.01%. The 1-year return is 14.93% and the 5-year return is 6.72%. SRJAX dividend yield stands at 5.30%, paid annually.
SRJAX top holdings include Jpmorgan Core Plus Bond Fund, Class R6 (20.9%), JPMorgan International Research Enhanced Equity ETF (9.4%), U.S. Research Enhanced Equity Fund, Class R6 (8.7%), U.S. Equity Fund, Class R6 (8.6%), Jpmorgan Growth Advantage Fund Class R6 (8.3%). View all SRJAX holdings, sector breakdown, or dividend history.
SRJAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRJAX alternatives are available via the screener, along with tax-loss harvesting opportunities.