JTRBX Mutual Fund
JTRBX Mutual Fund
JTRBX Mutual Fund
JPMorgan Smartretirement Blend 2055 Fund Class R2
JTRBX Mutual Fund Overview
JTRBX Mutual Fund (JPMorgan Smartretirement Blend 2055 Fund Class R2) is managed by J.P. Morgan Asset Management with $448,967.73 in net assets. JTRBX expense ratio is 0.92%, holding 16 positions across sectors including Financials. Inception date: 2012-07-02.
JTRBX performance shows a YTD return of 10.11%. The 1-year return is 20.94% and the 5-year return is 8.88%. JTRBX dividend yield stands at 1.83%, paid annually.
JTRBX 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 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.