JBSSX Mutual Fund
JBSSX Mutual Fund
JPMorgan Smartretirement Blend 2025 Fund Class I
JBSSX Mutual Fund Overview
JBSSX Mutual Fund (JPMorgan Smartretirement Blend 2025 Fund Class I) is managed by J.P. Morgan Asset Management with $4.1M in net assets. JBSSX expense ratio is 0.42%, holding 954 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JBSSX performance shows a YTD return of 4.74%. The 1-year return is 12.72% and the 5-year return is 5.07%. JBSSX dividend yield stands at 3.33%, paid annually.
JBSSX 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 JBSSX holdings, sector breakdown, or dividend history.
JBSSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JBSSX alternatives are available via the screener, along with tax-loss harvesting opportunities.