JPMorgan SmartRetirement Blend 2065 FundJSMDX
Type
Mutual fund
Peer group
Target-date
Net assets
$142.9M
Expense ratio
0.27%
1-year return
+19.0%
3 years, a year
+15.0%
5 years, a year
—
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 | 48.41% |
| JPMorgan BetaBuilders International Equity ETF | 22.81% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 5.57% |
| JPMorgan Core Plus Bond Fund | 4.71% |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 4.23% |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | 3.96% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 2.74% |
| JPMorgan U.S. Government Money Market Fund | 2.20% |
| JPMorgan BetaBuilders MSCI US REIT ETF | 1.86% |
| JPMorgan Core Bond Fund | 1.57% |
More on JSMDX.
- JSMDX overview
- JSMDX holdings
- JSMDX risk
- JSMDX costs
- JSMDX money in and out
- JSMDX share classes
- Compare JSMDX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.