JSBQX Mutual Fund
JSBQX Mutual Fund
JSBQX Mutual Fund
JPMorgan SmartRetirement Blend 2065 Fund Class R4 Class R4
JSBQX Mutual Fund Overview
JSBQX Mutual Fund (JPMorgan SmartRetirement Blend 2065 Fund Class R4 Class R4) is managed by J.P. Morgan Asset Management with $835,778.57 in net assets. JSBQX expense ratio is 0.42%, holding 13 positions across sectors including Financials. Inception date: 2022-11-01.
JSBQX performance shows a YTD return of 12.85%. The 1-year return is 20.64%. JSBQX dividend yield stands at 1.99%, paid annually.
JSBQX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.5%), Jpmorgan Betabuilders International Equity ETF (22.7%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.6%), Jpmorgan Core Plus Bond Fund, Class R6 (4.6%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.3%). 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.