JRBYX Mutual Fund
JRBYX Mutual Fund
JRBYX Mutual Fund
JPMorgan Smartretirement Blend 2030 Fund Class R6
JRBYX Mutual Fund Overview
JRBYX Mutual Fund (JPMorgan Smartretirement Blend 2030 Fund Class R6) is managed by J.P. Morgan Asset Management with $3.23B in net assets. JRBYX expense ratio is 0.17%, holding 1141 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2012-07-02.
JRBYX performance shows a YTD return of 7.86%. The 1-year return is 13.38% and the 5-year return is 6.30%. JRBYX dividend yield stands at 3.06%, paid annually.
JRBYX 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 JRBYX holdings, JRBYX sectors, or JRBYX dividends.
JRBYX can be compared against other funds. Use JRBYX overlap to find shared positions, or JRBYX vs another fund for a side-by-side view. JRBYX alternatives are available via the screener, along with tax-loss harvesting opportunities.