JRBRX Mutual Fund
JRBRX Mutual Fund
JPMorgan Smartretirement Blend 2030 Fund Class R2
JRBRX Mutual Fund Overview
JRBRX Mutual Fund (JPMorgan Smartretirement Blend 2030 Fund Class R2) is managed by J.P. Morgan Asset Management with $598,671.02 in net assets. JRBRX expense ratio is 0.92%, holding 1110 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JRBRX performance shows a YTD return of 5.87%. The 1-year return is 14.95% and the 5-year return is 5.77%. JRBRX dividend yield stands at 2.49%, paid annually.
JRBRX top holdings include Jpmorgan Equity Index Fund, Class R6 (29.2%), Jpmorgan Betabuilders International Equity ETF (13.3%), Jpmorgan Core Plus Bond Fund, Class R6 (9.2%), Jpmorgan High Yield Fund, Class R6 (5.6%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (2.8%). View all JRBRX holdings, sector breakdown, or dividend history.
JRBRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JRBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.