SRJYX Mutual Fund
SRJYX Mutual Fund
JPMorgan Smartretirement 2035 Fund Class R6
SRJYX Mutual Fund Overview
SRJYX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.63B in net assets. SRJYX expense ratio is 0.39%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2014-11-03.
SRJYX performance shows a YTD return of 6.28%. The 1-year return is 15.42% and the 5-year return is 7.19%. SRJYX dividend yield stands at 5.66%, paid annually.
SRJYX 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 SRJYX holdings, sector breakdown, or dividend history.
SRJYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRJYX alternatives are available via the screener, along with tax-loss harvesting opportunities.