SRJCX Mutual Fund
SRJCX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class C
SRJCX Mutual Fund Overview
SRJCX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class C) is managed by J.P. Morgan Asset Management with $6.5M in net assets. SRJCX expense ratio is 1.39%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2007-07-31.
SRJCX performance shows a YTD return of 5.63%. The 1-year return is 14.29% and the 5-year return is 6.12%. SRJCX dividend yield stands at 4.84%, paid annually.
SRJCX 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 SRJCX holdings, sector breakdown, or dividend history.
SRJCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRJCX alternatives are available via the screener, along with tax-loss harvesting opportunities.