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Jpmorgan Smartretirement 2060 Fund - R4: (MF: JAKQX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:03 PM ET

$25.46 USD

-0.03 (-0.12%)

Zacks MF Rank

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

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Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.18 39
3 months 4.92 39
6 months 9.21 42
1 Year 20.11 29
3 Year 17.28 22
5 Year 9.41 23
10 Year NA NA

* Annual for three years and beyond.

Zacks Premium Research for JAKQX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA
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Portfolio Statistics

% Unrealized Gain 24.37
% Yield 1.88
% SEC Yield NA
Net Assets (Mil $) 2/28/2026 9.37
% Turnover 2/28/2026 15.00

Risk

3 Year 5 Year 10 Year
Beta 0.82 0.84 NA
Alpha -1.23 -2.77 0.00
R Squared 0.89 0.92 NA
Std. Dev. 9.97 13.14 NA
Sharpe 1.27 0.52 NA

Sector / Country Weightings

As of 2/28/2026 % of Portfolio
Finance 98.28
Other 1.72

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2025)
% of Portfolio Value (Mil$)
JPMORGAN INTL RES ENH EQ 13.22 129.98
JPMORGAN US RES ENH EQUIT 11.77 115.73
JPMORGAN US EQUITY FUND 11.76 115.55
JPMORGAN GROWTH ADVANTAGE 11.23 110.43
JPMORGAN VALUE ADVANTAGE 11.22 110.29
JPMORGAN GL SELECT EQUITY 9.19 90.33
JPMORGAN INTL EQUITY FUND 7.15 70.33
JPMORGAN CORE PLUS BOND F 4.75 46.67
JPMORGAN BETA BLDRS US MI 3.97 39.02

Stock Holding % of Net Assets

As Of 9/30/2025
Total Issues 20
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Composition

% of Portfolio
Stocks 0.00
Foreign Stocks 0.00
Cash 2.04
Bonds 0.07
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 97.89
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 24.48
Large Value 9.47
Small Growth 0.00
Small Value 14.48
Foreign Stock 27.22
Emerging Market 5.82
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 15.68
High Yield Bond 0.00