JOBEX Mutual Fund (JPMorgan Smartretirement Blend 2040 Fund Class I) is managed by J.P. Morgan Asset Management with $5.1M in net assets. JOBEX expense ratio is 0.42%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.

JOBEX performance shows a YTD return of 9.59%. The 1-year return is 20.46% and the 5-year return is 8.51%. JOBEX dividend yield stands at 2.26%, paid annually.

JOBEX top holdings include Jpmorgan Equity Index Fund, Class R6 (41.5%), Jpmorgan Betabuilders International Equity ETF (19.1%), Jpmorgan Core Plus Bond Fund, Class R6 (14.0%), Jpmorgan Core Bond Fund, Class R6 (4.7%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (4.4%). View all JOBEX holdings, sector breakdown, or dividend history.

JOBEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JOBEX alternatives are available via the screener, along with tax-loss harvesting opportunities.