JOBRX Mutual Fund
JOBRX Mutual Fund
JOBRX Mutual Fund
JPMorgan Smartretirement Blend 2040 Fund Class R2
JOBRX Mutual Fund Overview
JOBRX Mutual Fund (JPMorgan Smartretirement Blend 2040 Fund Class R2) is managed by J.P. Morgan Asset Management with $824,513.01 in net assets. JOBRX expense ratio is 0.92%, holding 16 positions across sectors including Financials. Inception date: 2012-07-02.
JOBRX performance shows a YTD return of 8.57%. The 1-year return is 18.30% and the 5-year return is 7.75%. JOBRX dividend yield stands at 1.89%, paid annually.
JOBRX top holdings include Jpmorgan Equity Index Fund, Class R6 (41.3%), Jpmorgan Betabuilders International Equity ETF (19.4%), Jpmorgan Core Plus Bond Fund, Class R6 (13.8%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (4.7%), Jpmorgan Core Bond Fund, Class R6 (4.6%). Go to all JOBRX holdings, JOBRX sectors, or JOBRX dividends.
JOBRX can be compared against other funds. Use JOBRX overlap to find shared positions, or JOBRX vs another fund for a side-by-side view. JOBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.