JRBBX Mutual Fund

JRBBX Mutual Fund (JPMorgan Smartretirement Blend 2030 Fund Class R5) is managed by J.P. Morgan Asset Management with $30.1M in net assets. JRBBX expense ratio is 0.27%, holding 1110 positions across sectors including Financials, Utilities, Industrials. Inception date: 2012-07-02.

JRBBX performance shows a YTD return of 6.28%. The 1-year return is 14.31% and the 5-year return is 6.19%. JRBBX dividend yield stands at 3.04%, paid annually.

JRBBX top holdings include Jpmorgan Equity Index Fund, Class R6 (29.2%), Jpmorgan Betabuilders International Equity ETF (13.3%), Jpmorgan Core Plus Bond Fund, Class R6 (9.2%), Jpmorgan High Yield Fund, Class R6 (5.6%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (2.8%). 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.