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JSMIX
JPMorgan SmartRetirement 2030 Fund R5 Class
Analysis
Holdings
Technical Analysis
Performance
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JSMIX Mutual Fund Price & Analysis

The JPMorgan SmartRetirement 2030 Fund R5 Class (ticker: JSMIX) is a mutual fund that aims to provide investors with a diversified portfolio of assets that are appropriate for individuals planning to retire in or around the year 2030. This fund is managed by JPMorgan and is designed to automatically adjust its asset allocation as the target retirement date approaches, gradually shifting towards more conservative investments to help protect against market volatility. The R5 Class designation indicates that this fund is available to institutional investors and has a lower expense ratio compared to other share classes. Overall, the JPMorgan SmartRetirement 2030 Fund R5 Class offers a convenient and potentially beneficial option for those looking to save for retirement in the next decade.

JSMIX Mutual Fund Chart & Stats

$20.77
$0.03(0.14%)
―
--
Previous Close$20.77
Sub-Category2030
Total Liabilities593.28K
Next Dividend Ex-DateN/A
Expense Ratio0.45%
Holding Count21
Brandjpmorgan trust i
Dividend Yield
 (―)
CategoryTarget-Date Retirement
Total Assets4.23B
Shares OutstandingN/A
52-Week Range$17.25 - $21.09

JSMIX Mutual Fund News

JGLO: This Actively-Managed ETF Leverages JPMorgan’s “Best Ideas”
PremiumStock Analysis & Ideas
JGLO: This Actively-Managed ETF Leverages JPMorgan’s “Best Ideas”
1y ago
JGLO
Eight new option listings on October 4th
PremiumThe Fly
Eight new option listings on October 4th
2y ago
CDL
CWS

Top 10 Holdings

Name
Weight %
USD_CASH
JPMorgan Core Bond Fund
25.68%
USD_CASH
JPMorgan U.S. Equity Fund
13.61%
USD_CASH
JPMorgan U.S. Research Enhanced Equity Fund
13.35%
USD_CASH
JPMorgan Core Plus Bond Fund
8.57%
JIRE
JPMorgan International Research Enhanced Equity ETF
8.10%
JGLO
JPMorgan Global Select Equity ETF
5.87%
USD_CASH
JPMorgan High Yield Fund
5.12%
USD_CASH
JPMorgan International Equity Fund
4.41%
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
4.09%
JEMA
JPMorgan ActiveBuilders Emerging Markets Equity ETF
1.71%
Total90.51%
Go to Holdings >

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