JRBYX Mutual Fund
JRBYX Mutual Fund
JPMorgan Smartretirement Blend 2030 Fund Class R6
JRBYX Mutual Fund Overview
JRBYX Mutual Fund (JPMorgan Smartretirement Blend 2030 Fund Class R6) is managed by J.P. Morgan Asset Management with $3.07B in net assets. JRBYX expense ratio is 0.17%, holding 1110 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JRBYX performance shows a YTD return of 6.35%. The 1-year return is 15.77% and the 5-year return is 6.56%. JRBYX dividend yield stands at 3.08%, paid annually.
JRBYX 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 JRBYX holdings, sector breakdown, or dividend history.
JRBYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JRBYX alternatives are available via the screener, along with tax-loss harvesting opportunities.