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JPMorgan SmartRetirement 2060 Fund Class R4 (JAKQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
19.42+0.02 (+0.10%)
At close: 08:05AM EST
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Overall Portfolio Composition (%)

Cash5.67%
Stocks88.58%
Bonds0.64%
Others0.07%
Preferred0.00%
Convertable0.13%

Sector Weightings (%)

Sector(s)
JAKQX
Basic Materials
3.32%
Consumer Cyclical
10.25%
Financial Services
14.98%
Real Estate
5.67%
Consumer Defensive
5.66%
Healthcare
11.59%
Utilities
2.86%
Communication Services
5.25%
Energy
4.15%
Industrials
8.97%
Technology
16.13%

Equity Holdings

AverageJAKQXCategory Average
Price/Earnings017.45
Price/Book02.09
Price/Sales01.55
Price/Cashflow07.5
Median Market Cap034,028.42
3 Year Earnings Growth010.51

Bond Holdings

AverageJAKQXCategory Average
MaturityN/A7.26
DurationN/A5.61
Credit QualityN/AN/A

Bond Ratings

Sector(s)JAKQX
US Government0.00%
AAA40.11%
AA3.62%
A9.50%
BBB12.68%
BB16.16%
B8.64%
Below B1.72%
Others7.57%

Top 10 Holdings (87.64% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
JPMorgan International Rsrch Enh Eq R6N/A13.94%
JPMorgan Growth Advantage R6JGVVX13.12%
JPMorgan Value Advantage R6JVAYX12.79%
JPMorgan US Equity R6JUEMX12.55%
JPMorgan US Research Enhanced Equity R6JDEUX12.47%
JPMorgan International Equity R6JNEMX9.32%
JPMorgan Emerging Mkts Rsrch Enh Eq R6EMRSX3.81%
JPMorgan Core Plus Bond R6JCPUX3.55%
JPMorgan ActiveBuilders EM Eq ETFJEMA3.25%
JPMorgan BetaBuilders US Mid Cap Eq ETFBBMC2.84%
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