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JPMorgan SmartRetirement Blend 2060 R4 (JATUX)
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23.34 - YTD Return 7.00%
- Expense Ratio 0.44%
- Category Target-Date 2060+
- Last Cap Gain 7.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 550.21M
- Beta (5Y Monthly) 1.26
- Yield 1.62%
- 5y Average Return --
- Holdings Turnover 18.00%
- Last Dividend 0.40
- 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 it throughout retirement. It is designed to provide exposure to equity, debt 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 securities and other financial instruments.
JPMorgan
Fund Family
Target-Date 2060+
Fund Category
550.21M
Net Assets
2016-08-31
Inception Date
Performance Overview: JATUX
Trailing returns as of 4/18/2024. Category is Target-Date 2060+.
Holdings: JATUX
Top 9 Holdings (96.21% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJATUX
Technology 22.57%
Financial Services 15.07%
Healthcare 11.72%
Industrials 11.16%
Consumer Cyclical 11.08%
Communication Services 6.97%
Consumer Defensive 6.42%
Real Estate 4.63%
Energy 4.11%
Basic Materials 3.92%
Utilities 2.34%
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