JBBSX Mutual Fund
JBBSX Mutual Fund
JPMorgan Smartretirement Blend 2025 Fund Class R5
JBBSX Mutual Fund Overview
JBBSX Mutual Fund (JPMorgan Smartretirement Blend 2025 Fund Class R5) is managed by J.P. Morgan Asset Management with $22.2M in net assets. JBBSX expense ratio is 0.27%, holding 954 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JBBSX performance shows a YTD return of 5.66%. The 1-year return is 12.95% and the 5-year return is 5.23%. JBBSX dividend yield stands at 3.47%, paid annually.
JBBSX top holdings include Jpmorgan Equity Index Fund, Class R6 (22.2%), Jpmorgan Betabuilders International Equity ETF (10.1%), Jpmorgan Core Plus Bond Fund, Class R6 (10.1%), Jpmorgan High Yield Fund, Class R6 (6.9%), Jpmorgan Inflation Managed Bond ETF (4.5%). View all JBBSX holdings, sector breakdown, or dividend history.
JBBSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JBBSX alternatives are available via the screener, along with tax-loss harvesting opportunities.