JRBEX Mutual Fund

JRBEX Mutual Fund (JPMorgan Smartretirement Blend 2030 Fund Class I) is managed by J.P. Morgan Asset Management with $8.2M in net assets. JRBEX expense ratio is 0.42%, holding 1141 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2012-07-02.

JRBEX performance shows a YTD return of 7.67%. The 1-year return is 13.09% and the 5-year return is 6.03%. JRBEX dividend yield stands at 2.83%, paid annually.

JRBEX 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 JRBEX holdings, JRBEX sectors, or JRBEX dividends.

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