JSBZX Mutual Fund
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 $30,990.03 in net assets. JSBZX expense ratio is 0.92%, holding 16 positions across sectors including Financials. Inception date: 2022-11-01.
JSBZX performance shows a YTD return of 10.12%. The 1-year return is 20.79%. JSBZX dividend yield stands at 1.70%, 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%). Go to all JSBZX holdings, JSBZX sectors, or JSBZX dividends.
JSBZX can be compared against other funds. Use JSBZX overlap to find shared positions, or JSBZX vs another fund for a side-by-side view. JSBZX alternatives are available via the screener, along with tax-loss harvesting opportunities.