JTYBX Mutual Fund
JTYBX Mutual Fund
JPMorgan Smartretirement Blend 2055 Fund Class R6
JTYBX Mutual Fund Overview
JTYBX Mutual Fund (JPMorgan Smartretirement Blend 2055 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.67B in net assets. JTYBX expense ratio is 0.17%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2012-07-02.
JTYBX performance shows a YTD return of 11.19%. The 1-year return is 23.52% and the 5-year return is 9.91%. JTYBX dividend yield stands at 2.17%, paid annually.
JTYBX 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 JTYBX holdings, sector breakdown, or dividend history.
JTYBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JTYBX alternatives are available via the screener, along with tax-loss harvesting opportunities.