JPMorgan SmartRetirement® 2060 C (JAKCX)

Fund Assets	982.80M
Expense Ratio	1.39%
Min. Investment	$500
Turnover	15.00%
Dividend (ttm)	0.31
Dividend Yield	1.12%
Dividend Growth	-2.05%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	28.27
YTD Return	11.17%
1-Year Return	16.23%
5-Year Return	41.27%
52-Week Low	24.19
52-Week High	28.59
Beta (5Y)	0.91
Holdings	23
Inception Date	Sep 1, 2016

About JAKCX

The JPMorgan SmartRetirement 2060 Fund C Shares is a multi-asset mutual fund designed primarily for investors targeting retirement around the year 2060. Its core function is to provide a diversified, professionally managed investment portfolio that systematically adjusts asset allocation as the target date approaches. The fund blends exposure to equities, fixed income, and cash equivalents, offering a balanced risk profile aligned with typical long-term retirement planning needs. Over time, the allocation gradually shifts from growth-oriented equities to a greater emphasis on income-producing and capital preservation assets, reflecting the evolving risk preferences of investors nearing retirement. By leveraging the expertise of JPMorgan’s investment teams, the fund aims to navigate market cycles and provide a dynamic investment solution for individuals seeking a hands-off approach to saving for retirement. Its importance in the financial market lies in its role as a one-stop solution for retirement savers, helping to simplify the complexity of asset allocation while targeting broad economic sectors in line with global market trends.

• Fund Family: JPMorgan
• Category: Target-Date 2060+
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: JAKCX
• Share Class: Class C
• Index: S&P Target Date 2060 TR USD

Performance

JAKCX had a total return of 16.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.72%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
JAKYX	Class R6	0.39%
JAKIX	Class R5	0.49%
JAKQX	Class R4	0.64%
JAKSX	Class I	0.64%

Top 10 Holdings

87.39% of assets

Name	Symbol	Weight
JPMorgan International Research Enhanced Equity ETF	JIRE	13.11%
JPMorgan US Research Enhanced Equity R6	JDEUX	11.76%
JPMorgan US Equity R6	JUEMX	11.73%
JPMorgan Growth Advantage R6	JGVVX	11.31%
JPMorgan Value Advantage R6	JVAYX	11.10%
JPMorgan Global Select Equity ETF Global Select Equity ETF	JGLO	9.18%
JPMorgan International Equity R6	JNEMX	7.05%
JPMorgan Core Plus Bond R6	JCPUX	4.69%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	BBMC	3.95%
JPMorgan ActiveBuilders Emerging Markets Equity ETF	JEMA	3.51%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2025	$0.31373	Jan 2, 2026
Dec 15, 2025	$0.59029	Dec 16, 2025
Dec 31, 2024	$0.32028	Jan 2, 2025
Dec 16, 2024	$0.19374	Dec 17, 2024
Dec 29, 2023	$0.20093	Jan 2, 2024
Dec 30, 2022	$0.12836	Jan 3, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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