JSBSX Mutual Fund
JSBSX Mutual Fund
JPMorgan SmartRetirement Blend 2065 Fund Class I Class I
JSBSX Mutual Fund Overview
JSBSX Mutual Fund (JPMorgan SmartRetirement Blend 2065 Fund Class I Class I) is managed by J.P. Morgan Asset Management with $30,118.21 in net assets. JSBSX expense ratio is 0.42%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2022-11-01.
JSBSX performance shows a YTD return of 11.09%. The 1-year return is 23.08%. JSBSX dividend yield stands at 1.88%, paid annually.
JSBSX 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 JSBSX holdings, sector breakdown, or dividend history.
JSBSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSBSX alternatives are available via the screener, along with tax-loss harvesting opportunities.