SRJZX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R2) is managed by J.P. Morgan Asset Management with $173.7M in net assets. SRJZX expense ratio is 1.14%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2008-11-03.

SRJZX performance shows a YTD return of 5.82%. The 1-year return is 14.57% and the 5-year return is 6.38%. SRJZX dividend yield stands at 5.07%, paid annually.

SRJZX 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 SRJZX holdings, sector breakdown, or dividend history.

SRJZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRJZX alternatives are available via the screener, along with tax-loss harvesting opportunities.