JPMorgan SmartRetirement Blend 2060 FundJAAYX
Type
Mutual fund
Peer group
Target-date
Net assets
$933.7M
Expense ratio
0.17%
1-year return
+19.6%
3 years, a year
+15.3%
5 years, a year
+8.6%
Holdings
16
What it aims to do.
The Fund 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.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JPMorgan Equity Index Fund | 48.68% |
| JPMorgan BetaBuilders International Equity ETF | 22.89% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 5.50% |
| JPMorgan Core Plus Bond Fund | 4.87% |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 4.15% |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | 4.12% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 2.69% |
| JPMorgan BetaBuilders MSCI US REIT ETF | 1.80% |
| JPMorgan U.S. Government Money Market Fund | 1.72% |
| JPMorgan Core Bond Fund | 1.62% |
More on JAAYX.
- JAAYX overview
- JAAYX holdings
- JAAYX risk
- JAAYX costs
- JAAYX money in and out
- JAAYX share classes
- Compare JAAYX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.