JPMorgan SmartRetirement Income FundJSIZX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.8B
Expense ratio
1.09%
1-year return
+8.1%
3 years, a year
+9.5%
5 years, a year
+3.7%
12-month yield
4.28%
Holdings
20
What it aims to do.
The Fund seeks current income and some capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JPMorgan Core Bond Fund | 32.91% |
| JPMorgan Core Plus Bond Fund | 10.96% |
| JPMorgan U.S. Research Enhanced Equity Fund | 9.08% |
| JPMorgan U.S. Equity Fund | 8.98% |
| JPMorgan High Yield Fund | 7.23% |
| JPMorgan International Research Enhanced Equity ETF | 5.49% |
| JPMorgan Inflation Managed Bond ETF | 5.20% |
| JPMorgan Global Select Equity ETF | 3.94% |
| JPMorgan International Equity Fund | 2.97% |
| JPMorgan U.S. Government Money Market Fund | 2.88% |
More on JSIZX.
- JSIZX overview
- JSIZX holdings
- JSIZX risk
- JSIZX costs
- JSIZX money in and out
- JSIZX share classes
- Compare JSIZX 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.