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JPMorgan SmartRetirement 2060 R6 (JAKYX)

21.32 -0.04 (-0.19%)
At close: 8:05 AM EDT
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  • Previous Close 21.36
  • YTD Return 8.05%
  • 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 1.69%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.38
  • 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

More about JPMorgan SmartRetirement 2060 R6

Performance Overview: JAKYX

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Trailing returns as of 4/18/2024. Category is Target-Date 2060+.

YTD Return

JAKYX
8.05%
Category
6.10%
 

1-Year Return

JAKYX
22.03%
Category
14.41%
 

3-Year Return

JAKYX
5.85%
Category
4.94%
 

5-Year Return

JAKYX
10.11%
Category
9.53%
 

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Holdings: JAKYX

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Top 10 Holdings (88.33% of Total Assets)

SymbolCompany% Assets
JIRE
JPMorgan International Research Enhanced Equity ETF 13.11%
JUEMX
JPMorgan US Equity R6 12.01%
JDEUX
JPMorgan US Research Enhanced Equity R6 11.96%
JVAYX
JPMorgan Value Advantage R6 11.49%
JGVVX
JPMorgan Growth Advantage R6 11.34%
JGLO
Jpmorgan Global Select Equity ETF 9.28%
JNEMX
JPMorgan International Equity R6 7.14%
JCPUX
JPMorgan Core Plus Bond R6 4.79%
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.99%
JEMA
JPMorgan ActiveBuilders Emerging Markets Equity ETF 3.23%

Sector Weightings

SectorJAKYX
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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