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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2060 R5 (JAKIX)

22.00
+0.02
+(0.09%)
At close: 8:01:15 PM EDT
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  • Previous Close 21.98
  • YTD Return -0.48%
  • Expense Ratio 0.51%
  • 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 2.24%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.52
  • 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 R5

Performance Overview: JAKIX

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Trailing returns as of 4/15/2025. Category is Target-Date 2060+.

YTD Return

JAKIX
0.48%
Category
6.10%
 

1-Year Return

JAKIX
5.57%
Category
14.41%
 

3-Year Return

JAKIX
6.17%
Category
4.94%
 

5-Year Return

JAKIX
14.09%
Category
9.53%
 

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Holdings: JAKIX

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Sector Weightings

SectorJAKIX
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: JAKIX

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Research Reports: JAKIX

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