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JPMorgan SmartRetirement Blend 2060 Fund (JATPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
20.85+0.01 (+0.05%)
At close: 08:00PM EST
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Overall Portfolio Composition (%)

Cash3.46%
Stocks90.59%
Bonds0.65%
Others0.02%
Preferred0.00%
Convertable0.12%

Sector Weightings (%)

Sector(s)
JATPX
Basic Materials
3.95%
Consumer Cyclical
10.08%
Financial Services
13.95%
Real Estate
6.13%
Consumer Defensive
6.67%
Healthcare
11.55%
Utilities
2.78%
Communication Services
6.05%
Energy
4.53%
Industrials
9.40%
Technology
15.59%

Equity Holdings

AverageJATPXCategory Average
Price/Earnings16.0817.45
Price/Book2.422.09
Price/Sales1.621.55
Price/Cashflow12.047.5
Median Market Cap64,309.8234,028.42
3 Year Earnings Growth16.0110.51

Bond Holdings

AverageJATPXCategory Average
Maturity8.157.26
Duration5.925.61
Credit QualityN/AN/A

Bond Ratings

Sector(s)JATPX
US Government0.00%
AAA44.11%
AA3.38%
A8.98%
BBB12.86%
BB14.70%
B8.20%
Below B1.68%
Others6.10%

Top 10 Holdings (98.49% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
JPMorgan Equity Index R6OGFAX43.82%
JPMorgan BetaBuilders Intl Eq ETFBBIN23.21%
JPMorgan Emerging Mkts Rsrch Enh Eq R6EMRSX10.74%
JPMorgan BetaBuilders US Mid Cap Eq ETFBBMC5.62%
JPMorgan BetaBuilders US Sml Cp Eq ETFBBSC4.61%
JPMorgan BetaBuilders MSCI US REIT ETFBBRE3.49%
JPMorgan Core Plus Bond R6JCPUX2.88%
JPMorgan US Government MMkt IMMGMXX2.20%
JPMorgan Core Bond R6JCBUX0.96%
JPMorgan US Aggregate Bond ETFJAGG0.96%
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