JBBSX Mutual Fund
JBBSX Mutual Fund
JBBSX Mutual Fund
JPMorgan Smartretirement Blend 2025 Fund Class R5
JBBSX Mutual Fund Overview
JBBSX Mutual Fund (JPMorgan Smartretirement Blend 2025 Fund Class R5) is managed by J.P. Morgan Asset Management with $22.6M in net assets. JBBSX expense ratio is 0.27%, holding 954 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2012-07-02.
JBBSX performance shows a YTD return of 4.83%. The 1-year return is 11.65% and the 5-year return is 4.96%. JBBSX dividend yield stands at 3.46%, paid annually.
JBBSX top holdings include Jpmorgan Equity Index Fund, Class R6 (21.4%), Jpmorgan Core Plus Bond Fund, Class R6 (10.9%), Jpmorgan Betabuilders International Equity ETF (10.1%), Jpmorgan High Yield Fund, Class R6 (7.1%), Jpmorgan Inflation Managed Bond ETF (5.0%). Go to all JBBSX holdings, JBBSX sectors, or JBBSX dividends.
JBBSX can be compared against other funds. Use JBBSX overlap to find shared positions, or JBBSX vs another fund for a side-by-side view. JBBSX alternatives are available via the screener, along with tax-loss harvesting opportunities.