JRBRX Mutual Fund
JRBRX Mutual Fund
JRBRX Mutual Fund
JPMorgan Smartretirement Blend 2030 Fund Class R2
JRBRX Mutual Fund Overview
JRBRX Mutual Fund (JPMorgan Smartretirement Blend 2030 Fund Class R2) is managed by J.P. Morgan Asset Management with $611,307.65 in net assets. JRBRX expense ratio is 0.92%, holding 1141 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2012-07-02.
JRBRX performance shows a YTD return of 7.32%. The 1-year return is 12.54% and the 5-year return is 5.50%. JRBRX dividend yield stands at 2.47%, paid annually.
JRBRX 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 JRBRX holdings, JRBRX sectors, or JRBRX dividends.
JRBRX can be compared against other funds. Use JRBRX overlap to find shared positions, or JRBRX vs another fund for a side-by-side view. JRBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.