JSBYX Mutual Fund
JSBYX Mutual Fund
JPMorgan SmartRetirement Blend 2065 Fund Class R6 Class R6
JSBYX Mutual Fund Overview
JSBYX Mutual Fund (JPMorgan SmartRetirement Blend 2065 Fund Class R6 Class R6) is managed by J.P. Morgan Asset Management with $179.1M in net assets. JSBYX expense ratio is 0.17%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2022-11-01.
JSBYX performance shows a YTD return of 11.20%. The 1-year return is 23.38%. JSBYX dividend yield stands at 2.06%, paid annually.
JSBYX 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 JSBYX holdings, sector breakdown, or dividend history.
JSBYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSBYX alternatives are available via the screener, along with tax-loss harvesting opportunities.