JPBRX Mutual Fund
JPBRX Mutual Fund
JPBRX Mutual Fund
JPMorgan Smartretirement Blend 2035 Fund Class R5
JPBRX Mutual Fund Overview
JPBRX Mutual Fund (JPMorgan Smartretirement Blend 2035 Fund Class R5) is managed by J.P. Morgan Asset Management with $32.4M in net assets. JPBRX expense ratio is 0.27%, holding 979 positions across sectors including Financials, Utilities, Health Care. Inception date: 2012-07-02.
JPBRX performance shows a YTD return of 9.59%. The 1-year return is 15.98% and the 5-year return is 7.48%. JPBRX dividend yield stands at 2.69%, paid annually.
JPBRX top holdings include Jpmorgan Equity Index Fund, Class R6 (35.8%), Jpmorgan Betabuilders International Equity ETF (16.8%), Jpmorgan Core Plus Bond Fund, Class R6 (13.7%), Jpmorgan High Yield Fund, Class R6 (4.1%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (3.9%). Go to all JPBRX holdings, JPBRX sectors, or JPBRX dividends.
JPBRX can be compared against other funds. Use JPBRX overlap to find shared positions, or JPBRX vs another fund for a side-by-side view. JPBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.