JBSRX Mutual Fund

JBSRX Mutual Fund (JPMorgan Smartretirement Blend 2020 Fund Class R5) is managed by J.P. Morgan Asset Management with $7.4M in net assets. JBSRX expense ratio is 0.27%, holding 679 positions across various sectors. Inception date: 2012-07-02.

JBSRX performance shows a YTD return of 1.34%. The 1-year return is 6.30% and the 5-year return is 6.67%. JBSRX dividend yield stands at 4.42%, paid annually.

JBSRX top holdings include a diversified portfolio. Go to all JBSRX holdings, JBSRX sectors, or JBSRX dividends.

JBSRX can be compared against other funds. Use JBSRX overlap to find shared positions, or JBSRX vs another fund for a side-by-side view. JBSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.