JBSRX Mutual Fund
JBSRX Mutual Fund
JPMorgan Smartretirement Blend 2020 Fund Class R5
JBSRX Mutual Fund Overview
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 683 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. View all JBSRX holdings, sector breakdown, or dividend history.
JBSRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JBSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.