JPMorgan SmartRetirement 2030 FundJSMQX
Type
Mutual fund
Peer group
Target-date
Net assets
$3.4B
Expense ratio
0.60%
1-year return
+11.0%
3 years, a year
+12.2%
5 years, a year
+5.5%
12-month yield
5.58%
Holdings
22
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 Core Bond Fund | 27.70% |
| JPMorgan U.S. Research Enhanced Equity Fund | 12.67% |
| JPMorgan U.S. Equity Fund | 12.54% |
| JPMorgan Core Plus Bond Fund | 9.24% |
| JPMorgan International Research Enhanced Equity ETF | 7.67% |
| JPMorgan High Yield Fund | 5.59% |
| JPMorgan Global Select Equity ETF | 5.49% |
| JPMorgan International Equity Fund | 4.14% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 3.79% |
| JPMorgan Inflation Managed Bond ETF | 2.08% |
More on JSMQX.
- JSMQX overview
- JSMQX holdings
- JSMQX risk
- JSMQX costs
- JSMQX money in and out
- JSMQX share classes
- Compare JSMQX 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.