JIBBX Mutual Fund

JIBBX Mutual Fund (JPMorgan Smartretirement Blend Income Fund Class R5) is managed by J.P. Morgan Asset Management with $20.0M in net assets. JIBBX expense ratio is 0.27%, holding 966 positions across sectors including Financials, Utilities, Health Care. Inception date: 2012-07-02.

JIBBX performance shows a YTD return of 4.67%. The 1-year return is 11.21% and the 5-year return is 4.66%. JIBBX dividend yield stands at 3.10%, paid annually.

JIBBX top holdings include Jpmorgan Equity Index Fund, Class R6 (20.8%), Jpmorgan Core Plus Bond Fund, Class R6 (11.0%), Jpmorgan Betabuilders International Equity ETF (9.5%), Jpmorgan High Yield Fund, Class R6 (7.3%), Jpmorgan Inflation Managed Bond ETF (5.2%). Go to all JIBBX holdings, JIBBX sectors, or JIBBX dividends.

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