JMBRX Mutual Fund
JMBRX Mutual Fund
JPMorgan Smartretirement Blend 2045 Fund Class R5
JMBRX Mutual Fund Overview
JMBRX Mutual Fund (JPMorgan Smartretirement Blend 2045 Fund Class R5) is managed by J.P. Morgan Asset Management with $19.2M in net assets. JMBRX expense ratio is 0.27%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JMBRX performance shows a YTD return of 10.44%. The 1-year return is 22.17% and the 5-year return is 9.37%. JMBRX dividend yield stands at 2.18%, paid annually.
JMBRX top holdings include Jpmorgan Equity Index Fund, Class R6 (45.8%), Jpmorgan Betabuilders International Equity ETF (20.9%), Jpmorgan Core Plus Bond Fund, Class R6 (8.7%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.1%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.0%). View all JMBRX holdings, sector breakdown, or dividend history.
JMBRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JMBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.