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JPMorgan SmartRetirement 2060 R4 (JAKQX)
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21.44 - YTD Return 7.98%
- Expense Ratio 1.40%
- Category Target-Date 2060+
- Last Cap Gain 3.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 639.85M
- Beta (5Y Monthly) 1.25
- Yield 1.52%
- 5y Average Return --
- Holdings Turnover 24.00%
- Last Dividend 0.34
- Inception Date Aug 31, 2016
The fund is generally intended for investors who plan to retire around the year 2060 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.
JPMorgan
Fund Family
Target-Date 2060+
Fund Category
639.85M
Net Assets
2016-08-31
Inception Date
Performance Overview: JAKQX
Trailing returns as of 4/26/2024. Category is Target-Date 2060+.
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Holdings: JAKQX
Top 10 Holdings (88.33% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJAKQX
Technology 22.60%
Financial Services 16.50%
Consumer Cyclical 12.18%
Healthcare 11.91%
Industrials 10.84%
Communication Services 5.86%
Consumer Defensive 4.98%
Real Estate 4.73%
Energy 4.66%
Basic Materials 3.11%
Utilities 2.61%
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