JTBBX Mutual Fund
JTBBX Mutual Fund
JPMorgan Smartretirement Blend 2055 Fund Class R5
JTBBX Mutual Fund Overview
JTBBX Mutual Fund (JPMorgan Smartretirement Blend 2055 Fund Class R5) is managed by J.P. Morgan Asset Management with $10.5M in net assets. JTBBX expense ratio is 0.27%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JTBBX performance shows a YTD return of 11.12%. The 1-year return is 23.38% and the 5-year return is 9.80%. JTBBX dividend yield stands at 2.10%, paid annually.
JTBBX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.8%), Jpmorgan Betabuilders International Equity ETF (22.7%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.5%), Jpmorgan Core Plus Bond Fund, Class R6 (4.9%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). View all JTBBX holdings, sector breakdown, or dividend history.
JTBBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JTBBX alternatives are available via the screener, along with tax-loss harvesting opportunities.