JAABX Mutual Fund
JAABX Mutual Fund
JAABX Mutual Fund
JPMorgan SmartRetirement Blend 2060 Fund Class R5
JAABX Mutual Fund Overview
JAABX Mutual Fund (JPMorgan SmartRetirement Blend 2060 Fund Class R5) is managed by J.P. Morgan Asset Management with $6.9M in net assets. JAABX expense ratio is 0.27%, holding 16 positions across sectors including Financials. Inception date: 2016-08-31.
JAABX performance shows a YTD return of 10.54%. The 1-year return is 21.77% and the 5-year return is 9.66%. JAABX dividend yield stands at 2.10%, paid annually.
JAABX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.7%), Jpmorgan Betabuilders International Equity ETF (22.9%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.7%), Jpmorgan Core Plus Bond Fund, Class R6 (4.7%), Jpmorgan Emerging Markets Research Enhanced Equity Fund, Class R6 (4.3%). Go to all JAABX holdings, JAABX sectors, or JAABX dividends.
JAABX can be compared against other funds. Use JAABX overlap to find shared positions, or JAABX vs another fund for a side-by-side view. JAABX alternatives are available via the screener, along with tax-loss harvesting opportunities.