JOBRX Mutual Fund (JPMorgan Smartretirement Blend 2040 Fund Class R2) is managed by J.P. Morgan Asset Management with $800,248.95 in net assets. JOBRX expense ratio is 0.92%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.

JOBRX performance shows a YTD return of 8.57%. The 1-year return is 19.87% and the 5-year return is 7.97%. JOBRX dividend yield stands at 1.91%, paid annually.

JOBRX 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 JOBRX holdings, sector breakdown, or dividend history.

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