JBTBX Mutual Fund
JBTBX Mutual Fund
JBTBX Mutual Fund
JPMorgan Smartretirement Blend 2025 Fund Class R4
JBTBX Mutual Fund Overview
JBTBX Mutual Fund (JPMorgan Smartretirement Blend 2025 Fund Class R4) is managed by J.P. Morgan Asset Management with $30.6M in net assets. JBTBX expense ratio is 0.42%, holding 954 positions across sectors including Financials, Utilities, Industrials. Inception date: 2017-05-31.
JBTBX performance shows a YTD return of 4.75%. The 1-year return is 11.47% and the 5-year return is 4.79%. JBTBX dividend yield stands at 3.33%, paid annually.
JBTBX 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 JBTBX holdings, JBTBX sectors, or JBTBX dividends.
JBTBX can be compared against other funds. Use JBTBX overlap to find shared positions, or JBTBX vs another fund for a side-by-side view. JBTBX alternatives are available via the screener, along with tax-loss harvesting opportunities.