JPMorgan SmartRetirement Blend 2050 FundJNEAX
Type
Mutual fund
Peer group
Target-date
Net assets
$2.5B
Expense ratio
0.42%
1-year return
+20.7%
3 years, a year
+18.3%
5 years, a year
+9.4%
12-month yield
1.97%
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 | 48.95% |
| JPMorgan BetaBuilders International Equity ETF | 22.39% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 5.48% |
| JPMorgan Core Plus Bond Fund | 4.92% |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 4.19% |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | 4.01% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 2.72% |
| JPMorgan U.S. Government Money Market Fund | 1.93% |
| JPMorgan BetaBuilders MSCI US REIT ETF | 1.82% |
| JPMorgan Core Bond Fund | 1.64% |
More on JNEAX.
- JNEAX overview
- JNEAX holdings
- JNEAX risk
- JNEAX costs
- JNEAX money in and out
- JNEAX share classes
- Compare JNEAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.