JTRBX Mutual Fund

JTRBX Mutual Fund (JPMorgan Smartretirement Blend 2055 Fund Class R2) is managed by J.P. Morgan Asset Management with $447,156.36 in net assets. JTRBX expense ratio is 0.92%, holding 13 positions across sectors including Financials. Inception date: 2012-07-02.

JTRBX performance shows a YTD return of 12.49%. The 1-year return is 20.11% and the 5-year return is 8.91%. JTRBX dividend yield stands at 1.79%, paid annually.

JTRBX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.7%), Jpmorgan Betabuilders International Equity ETF (22.9%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.7%), Jpmorgan Core Plus Bond Fund, Class R6 (4.7%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.3%). Go to all JTRBX holdings, JTRBX sectors, or JTRBX dividends.

JTRBX can be compared against other funds. Use JTRBX overlap to find shared positions, or JTRBX vs another fund for a side-by-side view. JTRBX alternatives are available via the screener, along with tax-loss harvesting opportunities.