JSBZX Mutual Fund
JSBZX Mutual Fund
JPMorgan SmartRetirement Blend 2065 Fund Class R2 Class R2
JSBZX Mutual Fund Overview
JSBZX Mutual Fund (JPMorgan SmartRetirement Blend 2065 Fund Class R2 Class R2) is managed by J.P. Morgan Asset Management with $28,857.17 in net assets. JSBZX expense ratio is 0.92%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2022-11-01.
JSBZX performance shows a YTD return of 10.79%. The 1-year return is 22.46%. JSBZX dividend yield stands at 1.69%, paid annually.
JSBZX 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%). View all JSBZX holdings, sector breakdown, or dividend history.
JSBZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSBZX alternatives are available via the screener, along with tax-loss harvesting opportunities.