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JPMorgan SmartRetirement 2060 Fund Class R4 (JAKQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
18.70-0.15 (-0.80%)
At close: 08:00PM EST
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Overall Portfolio Composition (%)

Cash3.07%
Stocks90.75%
Bonds0.66%
Others0.12%
Preferred0.00%
Convertable0.13%

Sector Weightings (%)

Sector(s)
JAKQX
Basic Materials
3.37%
Consumer Cyclical
10.30%
Financial Services
15.88%
Real Estate
5.27%
Consumer Defensive
5.78%
Healthcare
12.55%
Utilities
2.94%
Communication Services
5.17%
Energy
4.56%
Industrials
9.29%
Technology
15.77%

Equity Holdings

AverageJAKQXCategory Average
Price/Earnings15.317.45
Price/Book2.382.09
Price/Sales1.521.55
Price/Cashflow11.717.5
Median Market Cap67,383.2934,028.42
3 Year Earnings Growth16.0110.51

Bond Holdings

AverageJAKQXCategory Average
Maturity7.867.26
Duration5.65.61
Credit QualityN/AN/A

Bond Ratings

Sector(s)JAKQX
US Government0.00%
AAA40.15%
AA3.79%
A9.39%
BBB12.76%
BB15.83%
B8.10%
Below B1.84%
Others8.13%

Top 10 Holdings (87.76% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
JPMorgan International Rsrch Enh Eq ETFJIRE13.51%
JPMorgan Value Advantage R6JVAYX12.95%
JPMorgan Growth Advantage R6JGVVX12.91%
JPMorgan US Research Enhanced Equity R6JDEUX12.51%
JPMorgan US Equity R6JUEMX12.43%
JPMorgan International Equity R6JNEMX8.88%
Jpmorgan Us Govt Mmkt Fund Im Shares (Restricted)N/A4.22%
JPMorgan Emerging Mkts Rsrch Enh Eq R6EMRSX3.57%
JPMorgan Core Plus Bond R6JCPUX3.51%
JPMorgan ActiveBuilders EM Eq ETFJEMA3.27%
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