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JPMorgan SmartRetirement 2060 Fund - R6 (JAKYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
19.48+0.48 (+2.53%)
At close: 08:05AM EST
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Overall Portfolio Composition (%)

Cash6.23%
Stocks87.81%
Bonds0.65%
Others0.06%
Preferred0.00%
Convertable0.13%

Sector Weightings (%)

Sector(s)
JAKYX
Basic Materials
3.28%
Consumer Cyclical
9.98%
Financial Services
15.12%
Real Estate
5.39%
Consumer Defensive
5.60%
Healthcare
11.51%
Utilities
2.86%
Communication Services
5.16%
Energy
4.34%
Industrials
8.93%
Technology
15.77%

Equity Holdings

AverageJAKYXCategory 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

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

Bond Ratings

Sector(s)JAKYX
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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