SRJPX Mutual Fund

SRJPX Mutual Fund (JPMorgan Smartretirement 2035 Fund Class R3) is managed by J.P. Morgan Asset Management with $23.1M in net assets. SRJPX expense ratio is 0.89%, holding 22 positions across sectors including Financials. Inception date: 2016-09-09.

SRJPX performance shows a YTD return of 5.31%. The 1-year return is 7.88% and the 5-year return is 6.34%. SRJPX dividend yield stands at 2.29%.

SRJPX top holdings include Jpmorgan Core Plus Bond Fund, Class R6 (13.8%), Jpmorgan Core Bond Fund, Class R6 (13.8%), U.S. Equity Fund, Class R6 (12.3%), U.S. Research Enhanced Equity Fund, Class R6 (12.1%), JPMorgan International Research Enhanced Equity ETF (9.6%). Go to all SRJPX holdings, SRJPX sectors, or SRJPX dividends.

SRJPX can be compared against other funds. Use SRJPX overlap to find shared positions, or SRJPX vs another fund for a side-by-side view. SRJPX alternatives are available via the screener, along with tax-loss harvesting opportunities.