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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2060 A (JAKAX)

21.91
+0.02
+(0.09%)
At close: 8:01:15 PM EDT
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  • Previous Close 21.89
  • YTD Return -0.57%
  • Expense Ratio 0.85%
  • Category Target-Date 2060+
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 797.52M
  • Beta (5Y Monthly) 1.21
  • Yield 1.94%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.44
  • 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

797.52M

Net Assets

2016-08-31

Inception Date

More about JPMorgan SmartRetirement 2060 A

Performance Overview: JAKAX

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Trailing returns as of 4/14/2025. Category is Target-Date 2060+.

YTD Return

JAKAX
0.57%
Category
6.10%
 

1-Year Return

JAKAX
5.22%
Category
14.41%
 

3-Year Return

JAKAX
5.82%
Category
4.94%
 

5-Year Return

JAKAX
13.71%
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
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PSOAX JPMorgan Small Cap Value A
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PECAX JPMorgan SMID Cap Equity Fund
14.70
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JDEAX JPMorgan U.S. Research Enhanced Equity Fund
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ONIAX JPMorgan Core Plus Bond A
7.15
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JIVAX JPMorgan U.S. Applied Data Sci Val A
28.39
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JAKIX JPMorgan SmartRetirement 2060 R5
22.00
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Holdings: JAKAX

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Sector Weightings

SectorJAKAX
Technology   21.98%
Financial Services   18.77%
Consumer Cyclical   12.88%
Industrials   10.78%
Healthcare   10.72%
Communication Services   6.97%
Real Estate   4.32%
Consumer Defensive   4.06%
Energy   3.97%
Basic Materials   2.81%
Utilities   2.74%
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Recent News: JAKAX

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Research Reports: JAKAX

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