JOBEX Mutual Fund

JOBEX Mutual Fund (JPMorgan Smartretirement Blend 2040 Fund Class I) is managed by J.P. Morgan Asset Management with $5.3M in net assets. JOBEX expense ratio is 0.42%, holding 16 positions across sectors including Financials. Inception date: 2012-07-02.

JOBEX performance shows a YTD return of 8.90%. The 1-year return is 18.89% and the 5-year return is 8.29%. JOBEX dividend yield stands at 2.28%, paid annually.

JOBEX 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 JOBEX holdings, JOBEX sectors, or JOBEX dividends.

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