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JPMorgan SmartRetirement 2060 A (JAKAX)

24.15 +0.13 (+0.54%)
At close: 8:00 PM EST
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  • Previous Close 24.02
  • YTD Return 14.12%
  • Expense Ratio 0.85%
  • Category Target-Date 2060+
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 733.91M
  • Beta (5Y Monthly) 1.22
  • Yield 1.28%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.30
  • Inception Date Aug 31, 2016

The fund is generally intended for investors who plan to retire around the year 2060 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.

JPMorgan

Fund Family

Target-Date 2060+

Fund Category

733.91M

Net Assets

2016-08-31

Inception Date

More about JPMorgan SmartRetirement 2060 A

Performance Overview: JAKAX

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Trailing returns as of 11/25/2024. Category is Target-Date 2060+.

YTD Return

JAKAX
14.12%
Category
6.10%
 

1-Year Return

JAKAX
29.96%
Category
14.41%
 

3-Year Return

JAKAX
4.14%
Category
4.94%
 

5-Year Return

JAKAX
9.63%
Category
9.53%
 

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JSRAX JPMorgan SmartRetirement Income A
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SMTAX JPMorgan SmartRetirement 2040 A
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JTTAX JPMorgan SmartRetirement 2020 A
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JSAAX JPMorgan SmartRetirement 2045 A
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JNSAX JPMorgan SmartRetirement 2025 A
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OGGAX JPMorgan Government Bond A
9.56
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PSOAX JPMorgan Small Cap Value A
28.86
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PECAX JPMorgan SMID Cap Equity Fund
18.15
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JDEAX JPMorgan U.S. Research Enhanced Equity Fund
46.07
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ONIAX JPMorgan Core Plus Bond A
7.25
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JIVAX JPMorgan U.S. Applied Data Sci Val A
33.81
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LIVKX BlackRock LifePath Index 2055 K
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Holdings: JAKAX

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Top 10 Holdings (87.63% of Total Assets)

SymbolCompany% Assets
JIRE
JPMorgan International Research Enhanced Equity ETF 13.09%
JDEUX
JPMorgan U.S. Research Enhanced Equity Fund 11.80%
JUEMX
JPMorgan US Equity R6 11.80%
JGVVX
JPMorgan Growth Advantage Fund 11.25%
JVAYX
JPMorgan Value Advantage R6 11.25%
JGLO
Jpmorgan Global Select Equity ETF 9.15%
JNEMX
JPMorgan International Equity R6 7.04%
JCPUX
JPMorgan Core Plus Bond Fund 5.11%
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.96%
JEMA
JPMorgan ActiveBuilders Emerging Markets Equity ETF 3.18%

Sector Weightings

SectorJAKAX
Technology   23.33%
Financial Services   16.46%
Consumer Cyclical   11.86%
Healthcare   11.51%
Industrials   10.95%
Communication Services   6.22%
Real Estate   5.01%
Consumer Defensive   4.70%
Energy   4.32%
Utilities   2.83%
Basic Materials   2.81%
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Recent News: JAKAX

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Research Reports: JAKAX

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