JMBRX Mutual Fund
JMBRX Mutual Fund
JMBRX Mutual Fund
JPMorgan Smartretirement Blend 2045 Fund Class R5
JMBRX Mutual Fund Overview
JMBRX Mutual Fund (JPMorgan Smartretirement Blend 2045 Fund Class R5) is managed by J.P. Morgan Asset Management with $20.0M in net assets. JMBRX expense ratio is 0.27%, holding 16 positions across sectors including Financials. Inception date: 2012-07-02.
JMBRX performance shows a YTD return of 9.82%. The 1-year return is 20.54% and the 5-year return is 9.17%. JMBRX dividend yield stands at 2.19%, paid annually.
JMBRX top holdings include Jpmorgan Equity Index Fund, Class R6 (45.8%), Jpmorgan Betabuilders International Equity ETF (20.9%), Jpmorgan Core Plus Bond Fund, Class R6 (8.7%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.1%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.0%). Go to all JMBRX holdings, JMBRX sectors, or JMBRX dividends.
JMBRX can be compared against other funds. Use JMBRX overlap to find shared positions, or JMBRX vs another fund for a side-by-side view. JMBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.