Singapore markets open in 3 hours 45 minutes

JPMorgan SmartRetirement 2030 R2 (JSMZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.52-0.03 (-0.16%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash4.29%
Stocks55.52%
Bonds39.93%
Others0.17%
Preferred0.06%
Convertible0.04%

Sector weightings (%)

Sector(s)
JSMZX
Basic materials
3.57%
Consumer cyclical
12.39%
Financial services
14.95%
Property
4.25%
Consumer defensive
4.92%
Healthcare
11.74%
Utilities
2.58%
Communication services
5.41%
Energy
4.78%
Industrials
11.79%
Technology
23.61%

Equity holdings

AverageJSMZXCategory average
Price/Earnings0.0523.63
Price/book0.333
Price/sales0.432.18
Price/Cash flow0.0714.39
Median market cap116,389.4675,160.55
3-year earnings growth23.5712.33

Bond holdings

AverageJSMZXCategory average
Maturity9.048.07
Duration4.316.6
Credit qualityN/AN/A

Bond ratings

Sector(s)JSMZX
US government8.61%
AAA49.51%
AA5.33%
A11.94%
BBB13.10%
BB7.72%
B5.34%
Below B2.06%
Others5.00%

Top 10 holdings (89.55% of total assets)

Get quotes for top holdings
NameSymbol% assets
JPMorgan Core Bond R6JCBUX26.10%
JPMorgan US Research Enhanced Equity R6JDEUX13.31%
JPMorgan US Equity R6JUEMX13.30%
JPMorgan Core Plus Bond R6JCPUX8.71%
JPMorgan International Rsrch Enh Eq ETFJIRE8.37%
JPMorgan Global Select Equity ETFJGLO5.75%
JPMorgan International Equity R6JNEMX4.49%
JPMorgan BetaBuilders US Mid Cap Eq ETFBBMC3.97%
JPMorgan High Yield R6JHYUX3.78%
JPMorgan ActiveBuilders EM Eq ETFJEMA1.75%