JSBPX Mutual Fund
JSBPX Mutual Fund
JPMorgan SmartRetirement Blend 2065 Fund Class R3 Class R3
JSBPX Mutual Fund Overview
JSBPX Mutual Fund (JPMorgan SmartRetirement Blend 2065 Fund Class R3 Class R3) is managed by J.P. Morgan Asset Management with $692,068.06 in net assets. JSBPX expense ratio is 0.67%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2022-11-01.
JSBPX performance shows a YTD return of 10.28%. The 1-year return is 22.79%. JSBPX dividend yield stands at 1.85%, paid annually.
JSBPX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.4%), Jpmorgan Betabuilders International Equity ETF (22.8%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.6%), Jpmorgan Core Plus Bond Fund, Class R6 (4.7%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). View all JSBPX holdings, sector breakdown, or dividend history.
JSBPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSBPX alternatives are available via the screener, along with tax-loss harvesting opportunities.