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JPMorgan SmartRetirement Blend 2060 Fund (JATPX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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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 Materials3.95%
Consumer Cyclical10.08%
Financial Services13.95%
Real Estate6.13%
Consumer Defensive6.67%
Healthcare11.55%
Utilities2.78%
Communication Services6.05%
Energy4.53%
Industrials9.40%
Technology15.59%
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| Name | Symbol | % Assets |
|---|---|---|
| JPMorgan Equity Index R6 | OGFAX | 43.82% |
| JPMorgan BetaBuilders Intl Eq ETF | BBIN | 23.21% |
| JPMorgan Emerging Mkts Rsrch Enh Eq R6 | EMRSX | 10.74% |
| JPMorgan BetaBuilders US Mid Cap Eq ETF | BBMC | 5.62% |
| JPMorgan BetaBuilders US Sml Cp Eq ETF | BBSC | 4.61% |
| JPMorgan BetaBuilders MSCI US REIT ETF | BBRE | 3.49% |
| JPMorgan Core Plus Bond R6 | JCPUX | 2.88% |
| JPMorgan US Government MMkt IM | MGMXX | 2.20% |
| JPMorgan Core Bond R6 | JCBUX | 0.96% |
| JPMorgan US Aggregate Bond ETF | JAGG | 0.96% |
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