JBTUX Mutual Fund
JBTUX Mutual Fund
JBTUX Mutual Fund
JPMorgan Smartretirement Blend 2025 Fund Class R3
JBTUX Mutual Fund Overview
JBTUX Mutual Fund (JPMorgan Smartretirement Blend 2025 Fund Class R3) is managed by J.P. Morgan Asset Management with $8.1M in net assets. JBTUX expense ratio is 0.67%, holding 954 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2017-05-31.
JBTUX performance shows a YTD return of 4.61%. The 1-year return is 11.17% and the 5-year return is 4.54%. JBTUX dividend yield stands at 3.01%, paid annually.
JBTUX 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 JBTUX holdings, JBTUX sectors, or JBTUX dividends.
JBTUX can be compared against other funds. Use JBTUX overlap to find shared positions, or JBTUX vs another fund for a side-by-side view. JBTUX alternatives are available via the screener, along with tax-loss harvesting opportunities.