JPMorgan SmartRetirement 2065 FundJSMPX
Type
Mutual fund
Peer group
Target-date
Net assets
$143.3M
Expense ratio
0.90%
1-year return
+15.6%
3 years, a year
+13.7%
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 JSMPX.
- JSMPX overview
- JSMPX holdings
- JSMPX risk
- JSMPX costs
- JSMPX money in and out
- JSMPX share classes
- Compare JSMPX 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.