JPBRX Mutual Fund
JPBRX Mutual Fund
JPMorgan Smartretirement Blend 2035 Fund Class R5
JPBRX Mutual Fund Overview
JPBRX Mutual Fund (JPMorgan Smartretirement Blend 2035 Fund Class R5) is managed by J.P. Morgan Asset Management with $31.9M in net assets. JPBRX expense ratio is 0.27%, holding 899 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JPBRX performance shows a YTD return of 7.75%. The 1-year return is 18.50% and the 5-year return is 7.73%. JPBRX dividend yield stands at 2.72%, paid annually.
JPBRX top holdings include Jpmorgan Equity Index Fund, Class R6 (36.0%), Jpmorgan Core Plus Bond Fund, Class R6 (20.9%), Jpmorgan Betabuilders International Equity ETF (16.5%), Jpmorgan High Yield Fund, Class R6 (4.2%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (3.7%). View all JPBRX holdings, sector breakdown, or dividend history.
JPBRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JPBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.