JPMorgan SmartRetirement Blend 2035 FundJPTKX
Type
Mutual fund
Peer group
Target-date
Net assets
$3.5B
Expense ratio
0.42%
1-year return
+15.8%
3 years, a year
+15.0%
5 years, a year
+7.3%
12-month yield
2.58%
Holdings
899
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 | 36.01% |
| JPMorgan Core Plus Bond Fund | 20.89% |
| JPMorgan BetaBuilders International Equity ETF | 16.49% |
| JPMorgan High Yield Fund | 4.19% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 3.69% |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 3.01% |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | 2.99% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.83% |
| JPMorgan U.S. Government Money Market Fund | 1.50% |
| JPMorgan BetaBuilders MSCI US REIT ETF | 1.33% |
More on JPTKX.
- JPTKX overview
- JPTKX holdings
- JPTKX risk
- JPTKX costs
- JPTKX money in and out
- JPTKX share classes
- Compare JPTKX 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.