JPMorgan SmartRetirement 2045 FundJSAPX

MUTUAL FUNDJ.P. Morgan
Type
Mutual fund
Peer group
Target-date
Net assets
$2.7B
Expense ratio
0.89%
1-year return
+15.1%
3 years, a year
+15.9%
5 years, a year
+7.8%
12-month yield
4.63%
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 ETF12.18%
JPMorgan U.S. Equity Fund11.07%
JPMorgan U.S. Research Enhanced Equity Fund11.06%
JPMorgan Growth Advantage Fund10.61%
JPMorgan Value Advantage Fund10.57%
JPMorgan Core Plus Bond Fund8.76%
JPMorgan Global Select Equity ETF8.60%
JPMorgan International Equity Fund6.50%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF3.68%
JPMorgan ActiveBuilders Emerging Markets Equity ETF3.02%

More on JSAPX.

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