JPMorgan SmartRetirement 2045 FundJSAZX
Type
Mutual fund
Peer group
Target-date
Net assets
$2.7B
Expense ratio
1.14%
1-year return
+14.8%
3 years, a year
+15.6%
5 years, a year
+7.5%
12-month yield
4.50%
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 | 12.18% |
| JPMorgan U.S. Equity Fund | 11.07% |
| JPMorgan U.S. Research Enhanced Equity Fund | 11.06% |
| JPMorgan Growth Advantage Fund | 10.61% |
| JPMorgan Value Advantage Fund | 10.57% |
| JPMorgan Core Plus Bond Fund | 8.76% |
| JPMorgan Global Select Equity ETF | 8.60% |
| JPMorgan International Equity Fund | 6.50% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 3.68% |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 3.02% |
More on JSAZX.
- JSAZX overview
- JSAZX holdings
- JSAZX risk
- JSAZX costs
- JSAZX money in and out
- JSAZX share classes
- Compare JSAZX 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.