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JMYAX Mutual Fund Price & Analysis

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2045 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.

JMYAX Mutual Fund Chart & Stats

JMYAX Mutual Fund News

Top 10 Holdings

Name
Weight %
USD_CASH
JPMorgan Equity Index Fund
47.96%
JPMorgan BetaBuilders International Equity ETF
22.46%
USD_CASH
JPMorgan Core Plus Bond Fund
6.55%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
5.05%
USD_CASH
JPMorgan Emerging Markets Research Enhanced Equity Fund
4.23%
JPMorgan BetaBuilders Emerging Markets Equity ETF
4.21%
USD_CASH
JPMorgan Core Bond Fund
3.27%
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
2.47%
JPMorgan BetaBuilders MSCI U.S. REIT ETF
1.72%
USD_CASH
JPMorgan U.S. Government Money Market Fund
1.35%
Total99.27%

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