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JPMorgan SmartRetirement 2060 R6 (JAKYX)

22.06
+0.03
+(0.14%)
At close: 8:01:15 PM EDT
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  • Previous Close 22.03
  • YTD Return -0.48%
  • Expense Ratio 0.41%
  • 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 2.33%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.54
  • 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 R6

Performance Overview: JAKYX

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

YTD Return

JAKYX
0.48%
Category
6.10%
 

1-Year Return

JAKYX
5.70%
Category
14.41%
 

3-Year Return

JAKYX
6.27%
Category
4.94%
 

5-Year Return

JAKYX
14.18%
Category
9.53%
 

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AMDVX American Century Mid Cap Value R6
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JTTAX JPMorgan SmartRetirement 2020 A
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JSYRX JPMorgan SmartRetirement Blend 2020 R6
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JNSSX JPMorgan SmartRetirement 2025 I
16.46
+0.18%
 
JSRSX JPMorgan SmartRetirement Income I
15.21
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JSMSX JPMorgan SmartRetirement 2030 I
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JUEMX JPMorgan US Equity R6
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Holdings: JAKYX

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Sector Weightings

SectorJAKYX
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: JAKYX

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Research Reports: JAKYX

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