JSBQX Mutual Fund

JSBQX Mutual Fund (JPMorgan SmartRetirement Blend 2065 Fund Class R4 Class R4) is managed by J.P. Morgan Asset Management with $820,859.2 in net assets. JSBQX expense ratio is 0.42%, holding 16 positions across sectors including Financials. Inception date: 2022-11-01.

JSBQX performance shows a YTD return of 10.43%. The 1-year return is 21.39%. JSBQX dividend yield stands at 2.03%, paid annually.

JSBQX 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 JSBQX holdings, JSBQX sectors, or JSBQX dividends.

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