JPMorgan SmartRetirement 2065 FundJSMOX
Type
Mutual fund
Peer group
Target-date
Net assets
$143.3M
Expense ratio
0.40%
1-year return
+16.2%
3 years, a year
+14.3%
5 years, a year
—
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 | 12.90% |
| JPMorgan U.S. Equity Fund | 11.86% |
| JPMorgan U.S. Research Enhanced Equity Fund | 11.74% |
| JPMorgan Value Advantage Fund | 11.35% |
| JPMorgan Growth Advantage Fund | 11.25% |
| JPMorgan Global Select Equity ETF | 9.22% |
| JPMorgan International Equity Fund | 7.15% |
| JPMorgan Core Plus Bond Fund | 4.75% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 3.90% |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 3.13% |
More on JSMOX.
- JSMOX overview
- JSMOX holdings
- JSMOX risk
- JSMOX costs
- JSMOX money in and out
- JSMOX share classes
- Compare JSMOX 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.