JTYBX Mutual Fund
JTYBX Mutual Fund
JTYBX Mutual Fund
JPMorgan Smartretirement Blend 2055 Fund Class R6
JTYBX Mutual Fund Overview
JTYBX Mutual Fund (JPMorgan Smartretirement Blend 2055 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.81B in net assets. JTYBX expense ratio is 0.17%, holding 16 positions across sectors including Financials. Inception date: 2012-07-02.
JTYBX performance shows a YTD return of 10.60%. The 1-year return is 21.85% and the 5-year return is 9.72%. JTYBX dividend yield stands at 2.13%, paid annually.
JTYBX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.8%), 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 Emerging Markets Research Enhanced Equity Fund, Class R6 (4.3%). Go to all JTYBX holdings, JTYBX sectors, or JTYBX dividends.
JTYBX can be compared against other funds. Use JTYBX overlap to find shared positions, or JTYBX vs another fund for a side-by-side view. JTYBX alternatives are available via the screener, along with tax-loss harvesting opportunities.