JPMorgan SmartRetirement 2035 FundSRJZX
Type
Mutual fund
Peer group
Target-date
Net assets
$3.2B
Expense ratio
1.14%
1-year return
+12.2%
3 years, a year
+13.4%
5 years, a year
+6.1%
12-month yield
5.09%
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 Core Plus Bond Fund | 20.87% |
| JPMorgan International Research Enhanced Equity ETF | 9.44% |
| JPMorgan U.S. Research Enhanced Equity Fund | 8.69% |
| JPMorgan U.S. Equity Fund | 8.60% |
| JPMorgan Growth Advantage Fund | 8.33% |
| JPMorgan Value Advantage Fund | 8.29% |
| JPMorgan Core Bond Fund | 6.96% |
| JPMorgan Global Select Equity ETF | 6.74% |
| JPMorgan International Equity Fund | 5.10% |
| JPMorgan High Yield Fund | 4.19% |
More on SRJZX.
- SRJZX overview
- SRJZX holdings
- SRJZX risk
- SRJZX costs
- SRJZX money in and out
- SRJZX share classes
- Compare SRJZX 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.