JSBYX Mutual Fund
JSBYX Mutual Fund
JSBYX Mutual Fund
JPMorgan SmartRetirement Blend 2065 Fund Class R6 Class R6
JSBYX Mutual Fund Overview
JSBYX Mutual Fund (JPMorgan SmartRetirement Blend 2065 Fund Class R6 Class R6) is managed by J.P. Morgan Asset Management with $190.1M in net assets. JSBYX expense ratio is 0.17%, holding 16 positions across sectors including Financials. Inception date: 2022-11-01.
JSBYX performance shows a YTD return of 10.57%. The 1-year return is 21.69%. JSBYX dividend yield stands at 2.08%, paid annually.
JSBYX 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 JSBYX holdings, JSBYX sectors, or JSBYX dividends.
JSBYX can be compared against other funds. Use JSBYX overlap to find shared positions, or JSBYX vs another fund for a side-by-side view. JSBYX alternatives are available via the screener, along with tax-loss harvesting opportunities.