JOBYX Mutual Fund
JOBYX Mutual Fund
JPMorgan Smartretirement Blend 2040 Fund Class R6
JOBYX Mutual Fund Overview
JOBYX Mutual Fund (JPMorgan Smartretirement Blend 2040 Fund Class R6) is managed by J.P. Morgan Asset Management with $3.49B in net assets. JOBYX expense ratio is 0.17%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JOBYX performance shows a YTD return of 9.05%. The 1-year return is 20.78% and the 5-year return is 8.79%. JOBYX dividend yield stands at 2.48%, paid annually.
JOBYX 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 JOBYX holdings, sector breakdown, or dividend history.
JOBYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JOBYX alternatives are available via the screener, along with tax-loss harvesting opportunities.