JBYSX Mutual Fund
JBYSX Mutual Fund
JBYSX Mutual Fund
JPMorgan Smartretirement Blend 2025 Fund Class R6
JBYSX Mutual Fund Overview
JBYSX Mutual Fund (JPMorgan Smartretirement Blend 2025 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.74B in net assets. JBYSX expense ratio is 0.17%, holding 973 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2012-07-02.
JBYSX performance shows a YTD return of 6.14%. The 1-year return is 10.74% and the 5-year return is 5.06%. JBYSX dividend yield stands at 3.52%, paid annually.
JBYSX top holdings include Jpmorgan Equity Index Fund, Class R6 (21.6%), 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 JBYSX holdings, JBYSX sectors, or JBYSX dividends.
JBYSX can be compared against other funds. Use JBYSX overlap to find shared positions, or JBYSX vs another fund for a side-by-side view. JBYSX alternatives are available via the screener, along with tax-loss harvesting opportunities.