JPMorgan SmartRetirement 2060 FundJAKIX
Type
Mutual fund
Peer group
Target-date
Net assets
$819.6M
Expense ratio
0.49%
1-year return
+16.2%
3 years, a year
+14.4%
5 years, a year
+7.7%
Holdings
24
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 ETF | 12.83% |
| JPMorgan U.S. Research Enhanced Equity Fund | 11.88% |
| JPMorgan U.S. Equity Fund | 11.68% |
| JPMorgan Value Advantage Fund | 11.38% |
| JPMorgan Growth Advantage Fund | 11.19% |
| JPMorgan Global Select Equity ETF | 9.21% |
| JPMorgan International Equity Fund | 6.97% |
| JPMorgan Core Plus Bond Fund | 4.92% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 4.00% |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 3.09% |
More on JAKIX.
- JAKIX overview
- JAKIX holdings
- JAKIX risk
- JAKIX costs
- JAKIX money in and out
- JAKIX share classes
- Compare JAKIX 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.