JPMorgan SmartRetirement Blend 2070 FundJAKGX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.9M
Expense ratio
0.42%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
14
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 | 47.25% |
| JPMorgan BetaBuilders International Equity ETF | 22.56% |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF | 6.55% |
| JPMorgan Core Plus Bond Fund | 4.97% |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 4.08% |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | 4.07% |
| iShares Russell 2000 ETF | 3.47% |
| JPMorgan BetaBuilders MSCI US REIT ETF | 1.84% |
| JPMorgan Core Bond Fund | 1.65% |
| JPMorgan High Yield Fund | 1.48% |
More on JAKGX.
- JAKGX overview
- JAKGX holdings
- JAKGX risk
- JAKGX costs
- JAKGX money in and out
- JAKGX share classes
- Compare JAKGX 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.