JBRSX Mutual Fund
JBRSX Mutual Fund
JBRSX Mutual Fund
JPMorgan Smartretirement Blend 2025 Fund Class R2
JBRSX Mutual Fund Overview
JBRSX Mutual Fund (JPMorgan Smartretirement Blend 2025 Fund Class R2) is managed by J.P. Morgan Asset Management with $2.0M in net assets. JBRSX expense ratio is 0.92%, holding 954 positions across sectors including Financials, Utilities, Industrials. Inception date: 2012-07-02.
JBRSX performance shows a YTD return of 4.46%. The 1-year return is 10.88% and the 5-year return is 4.27%. JBRSX dividend yield stands at 2.93%, paid annually.
JBRSX top holdings include Jpmorgan Equity Index Fund, Class R6 (22.2%), Jpmorgan Betabuilders International Equity ETF (10.1%), Jpmorgan Core Plus Bond Fund, Class R6 (10.1%), Jpmorgan High Yield Fund, Class R6 (6.9%), Jpmorgan Inflation Managed Bond ETF (4.5%). Go to all JBRSX holdings, JBRSX sectors, or JBRSX dividends.
JBRSX can be compared against other funds. Use JBRSX overlap to find shared positions, or JBRSX vs another fund for a side-by-side view. JBRSX alternatives are available via the screener, along with tax-loss harvesting opportunities.