JRBBX Mutual Fund
JRBBX Mutual Fund
JRBBX Mutual Fund
JPMorgan Smartretirement Blend 2030 Fund Class R5
JRBBX Mutual Fund Overview
JRBBX Mutual Fund (JPMorgan Smartretirement Blend 2030 Fund Class R5) is managed by J.P. Morgan Asset Management with $28.8M in net assets. JRBBX expense ratio is 0.27%, holding 1141 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2012-07-02.
JRBBX performance shows a YTD return of 7.79%. The 1-year return is 13.27% and the 5-year return is 6.20%. JRBBX dividend yield stands at 3.00%, paid annually.
JRBBX top holdings include Jpmorgan Equity Index Fund, Class R6 (29.1%), Jpmorgan Betabuilders International Equity ETF (13.6%), Jpmorgan Core Plus Bond Fund, Class R6 (9.1%), Jpmorgan High Yield Fund, Class R6 (5.5%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (3.1%). Go to all JRBBX holdings, JRBBX sectors, or JRBBX dividends.
JRBBX can be compared against other funds. Use JRBBX overlap to find shared positions, or JRBBX vs another fund for a side-by-side view. JRBBX alternatives are available via the screener, along with tax-loss harvesting opportunities.