JPMorgan SmartRetirement 2050 FundJTSAX
Type
Mutual fund
Peer group
Target-date
Net assets
$2.6B
Expense ratio
0.83%
1-year return
+16.1%
3 years, a year
+16.6%
5 years, a year
+8.2%
12-month yield
4.52%
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 | 12.86% |
| JPMorgan U.S. Equity Fund | 11.91% |
| JPMorgan U.S. Research Enhanced Equity Fund | 11.83% |
| JPMorgan Value Advantage Fund | 11.45% |
| JPMorgan Growth Advantage Fund | 11.35% |
| JPMorgan Global Select Equity ETF | 9.19% |
| JPMorgan International Equity Fund | 6.94% |
| JPMorgan Core Plus Bond Fund | 4.99% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 4.04% |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 3.13% |
More on JTSAX.
- JTSAX overview
- JTSAX holdings
- JTSAX risk
- JTSAX costs
- JTSAX money in and out
- JTSAX share classes
- Compare JTSAX 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.