JPMorgan SmartRetirement 2070 FundJAJZX

MUTUAL FUNDJ.P. Morgan
Type
Mutual fund
Peer group
Allocation
Net assets
$1.9M
Expense ratio
0.50%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
23

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 International Research Enhanced Equity ETF13.01%
JPMorgan Growth Advantage Fund11.43%
JPMorgan Value Advantage Fund11.30%
JPMorgan U.S. Equity Fund11.07%
JPMorgan U.S. Research Enhanced Equity Fund10.84%
JPMorgan Global Select Equity ETF9.18%
JPMorgan International Equity Fund6.94%
JPMorgan Core Plus Bond Fund4.97%
JPMorgan ActiveBuilders Emerging Markets Equity ETF4.09%
State Street SPDR Portfolio S&P 400 Mid Cap ETF3.97%

More on JAJZX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.