JIYBX Mutual Fund
JIYBX Mutual Fund
JPMorgan Smartretirement Blend Income Fund Class R6
JIYBX Mutual Fund Overview
JIYBX Mutual Fund (JPMorgan Smartretirement Blend Income Fund Class R6) is managed by J.P. Morgan Asset Management with $1.49B in net assets. JIYBX expense ratio is 0.17%, holding 966 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JIYBX performance shows a YTD return of 5.52%. The 1-year return is 12.60% and the 5-year return is 5.04%. JIYBX dividend yield stands at 3.15%, paid annually.
JIYBX 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 JIYBX holdings, sector breakdown, or dividend history.
JIYBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JIYBX alternatives are available via the screener, along with tax-loss harvesting opportunities.