JBSSX Mutual Fund

JBSSX Mutual Fund (JPMorgan Smartretirement Blend 2025 Fund Class I) is managed by J.P. Morgan Asset Management with $4.3M in net assets. JBSSX expense ratio is 0.42%, holding 954 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2012-07-02.

JBSSX performance shows a YTD return of 4.74%. The 1-year return is 11.47% and the 5-year return is 4.79%. JBSSX dividend yield stands at 3.36%, paid annually.

JBSSX 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 JBSSX holdings, JBSSX sectors, or JBSSX dividends.

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