SRJIX Mutual Fund
SRJIX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class R5
SRJIX Mutual Fund Overview
SRJIX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R5) is managed by J.P. Morgan Asset Management with $746.3M in net assets. SRJIX expense ratio is 0.49%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2007-07-31.
SRJIX performance shows a YTD return of 6.19%. The 1-year return is 15.31% and the 5-year return is 7.08%. SRJIX dividend yield stands at 5.57%, paid annually.
SRJIX 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 SRJIX holdings, sector breakdown, or dividend history.
SRJIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRJIX alternatives are available via the screener, along with tax-loss harvesting opportunities.