JTBBX Mutual Fund
JTBBX Mutual Fund
JTBBX Mutual Fund
JPMorgan Smartretirement Blend 2055 Fund Class R5
JTBBX Mutual Fund Overview
JTBBX Mutual Fund (JPMorgan Smartretirement Blend 2055 Fund Class R5) is managed by J.P. Morgan Asset Management with $11.0M in net assets. JTBBX expense ratio is 0.27%, holding 16 positions across sectors including Financials. Inception date: 2012-07-02.
JTBBX performance shows a YTD return of 10.53%. The 1-year return is 21.70% and the 5-year return is 9.59%. JTBBX dividend yield stands at 2.11%, paid annually.
JTBBX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.8%), Jpmorgan Betabuilders International Equity ETF (22.7%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.5%), Jpmorgan Core Plus Bond Fund, Class R6 (4.9%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). Go to all JTBBX holdings, JTBBX sectors, or JTBBX dividends.
JTBBX can be compared against other funds. Use JTBBX overlap to find shared positions, or JTBBX vs another fund for a side-by-side view. JTBBX alternatives are available via the screener, along with tax-loss harvesting opportunities.