JOBBX Mutual Fund

JOBBX Mutual Fund (JPMorgan Smartretirement Blend 2040 Fund Class R5) is managed by J.P. Morgan Asset Management with $21.4M in net assets. JOBBX expense ratio is 0.27%, holding 16 positions across sectors including Financials. Inception date: 2012-07-02.

JOBBX performance shows a YTD return of 9.00%. The 1-year return is 19.07% and the 5-year return is 8.45%. JOBBX dividend yield stands at 2.41%, paid annually.

JOBBX top holdings include Jpmorgan Equity Index Fund, Class R6 (41.5%), Jpmorgan Betabuilders International Equity ETF (19.1%), Jpmorgan Core Plus Bond Fund, Class R6 (14.0%), Jpmorgan Core Bond Fund, Class R6 (4.7%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (4.4%). Go to all JOBBX holdings, JOBBX sectors, or JOBBX dividends.

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