JIRBX Mutual Fund
JIRBX Mutual Fund
JPMorgan Smartretirement Blend Income Fund Class R2
JIRBX Mutual Fund Overview
JIRBX Mutual Fund (JPMorgan Smartretirement Blend Income Fund Class R2) is managed by J.P. Morgan Asset Management with $68,523.15 in net assets. JIRBX expense ratio is 0.92%, holding 966 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JIRBX performance shows a YTD return of 4.27%. The 1-year return is 11.76% and the 5-year return is 4.27%. JIRBX dividend yield stands at 2.69%, paid annually.
JIRBX top holdings include Jpmorgan Equity Index Fund, Class R6 (20.8%), Jpmorgan Core Plus Bond Fund, Class R6 (11.0%), Jpmorgan Betabuilders International Equity ETF (9.5%), Jpmorgan High Yield Fund, Class R6 (7.3%), Jpmorgan Inflation Managed Bond ETF (5.2%). View all JIRBX holdings, sector breakdown, or dividend history.
JIRBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JIRBX alternatives are available via the screener, along with tax-loss harvesting opportunities.