JSBPX Mutual Fund
JSBPX Mutual Fund
JSBPX Mutual Fund
JPMorgan SmartRetirement Blend 2065 Fund Class R3 Class R3
JSBPX Mutual Fund Overview
JSBPX Mutual Fund (JPMorgan SmartRetirement Blend 2065 Fund Class R3 Class R3) is managed by J.P. Morgan Asset Management with $753,660.87 in net assets. JSBPX expense ratio is 0.67%, holding 16 positions across sectors including Financials. Inception date: 2022-11-01.
JSBPX performance shows a YTD return of 10.28%. The 1-year return is 21.06%. JSBPX dividend yield stands at 1.86%, paid annually.
JSBPX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.4%), Jpmorgan Betabuilders International Equity ETF (22.8%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.6%), Jpmorgan Core Plus Bond Fund, Class R6 (4.7%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). Go to all JSBPX holdings, JSBPX sectors, or JSBPX dividends.
JSBPX can be compared against other funds. Use JSBPX overlap to find shared positions, or JSBPX vs another fund for a side-by-side view. JSBPX alternatives are available via the screener, along with tax-loss harvesting opportunities.