JPTBX Mutual Fund

JPTBX Mutual Fund (JPMorgan Smartretirement Blend 2055 Fund Class I) is managed by J.P. Morgan Asset Management with $1.7M in net assets. JPTBX expense ratio is 0.42%, holding 16 positions across sectors including Financials. Inception date: 2012-07-02.

JPTBX performance shows a YTD return of 10.44%. The 1-year return is 21.55% and the 5-year return is 9.44%. JPTBX dividend yield stands at 2.00%, paid annually.

JPTBX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.8%), Jpmorgan Betabuilders International Equity ETF (22.7%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.5%), Jpmorgan Core Plus Bond Fund, Class R6 (4.9%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). Go to all JPTBX holdings, JPTBX sectors, or JPTBX dividends.

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