JIBBX Mutual Fund
JIBBX Mutual Fund
JPMorgan Smartretirement Blend Income Fund Class R5
JIBBX Mutual Fund Overview
JIBBX Mutual Fund (JPMorgan Smartretirement Blend Income Fund Class R5) is managed by J.P. Morgan Asset Management with $19.5M in net assets. JIBBX expense ratio is 0.27%, holding 966 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JIBBX performance shows a YTD return of 4.67%. The 1-year return is 12.47% and the 5-year return is 4.94%. JIBBX dividend yield stands at 3.08%, paid annually.
JIBBX 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 JIBBX holdings, sector breakdown, or dividend history.
JIBBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JIBBX alternatives are available via the screener, along with tax-loss harvesting opportunities.