SRJQX Mutual Fund
SRJQX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class R4
SRJQX Mutual Fund Overview
SRJQX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R4) is managed by J.P. Morgan Asset Management with $5.1M in net assets. SRJQX expense ratio is 0.64%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2016-09-09.
SRJQX performance shows a YTD return of 6.10%. The 1-year return is 15.14% and the 5-year return is 6.93%. SRJQX dividend yield stands at 5.46%, paid annually.
SRJQX 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 SRJQX holdings, sector breakdown, or dividend history.
SRJQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRJQX alternatives are available via the screener, along with tax-loss harvesting opportunities.