JOBYX Mutual Fund
JOBYX Mutual Fund
JOBYX Mutual Fund
JPMorgan Smartretirement Blend 2040 Fund Class R6
JOBYX Mutual Fund Overview
JOBYX Mutual Fund (JPMorgan Smartretirement Blend 2040 Fund Class R6) is managed by J.P. Morgan Asset Management with $3.73B in net assets. JOBYX expense ratio is 0.17%, holding 13 positions across sectors including Financials. Inception date: 2012-07-02.
JOBYX performance shows a YTD return of 11.15%. The 1-year return is 18.27% and the 5-year return is 8.57%. JOBYX dividend yield stands at 2.44%, paid annually.
JOBYX 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 (13.7%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (4.7%), Jpmorgan Core Bond Fund, Class R6 (4.5%). Go to all JOBYX holdings, JOBYX sectors, or JOBYX dividends.
JOBYX can be compared against other funds. Use JOBYX overlap to find shared positions, or JOBYX vs another fund for a side-by-side view. JOBYX alternatives are available via the screener, along with tax-loss harvesting opportunities.