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JPMorgan SmartRetirement Blend IncomeR5 (JIBBX)
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17.38 - YTD Return 3.18%
- Expense Ratio 0.44%
- Category Target-Date Retirement
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating --
- Net Assets 659.12M
- Beta (5Y Monthly) 0.76
- Yield 3.05%
- 5y Average Return --
- Holdings Turnover 37.00%
- Last Dividend 0.55
- Inception Date Jul 2, 2012
The fund is a "fund of funds" that invests in other mutual funds and exchange traded funds (ETFs) within the same group of investment companies and also invests in passive ETFs that are managed by unaffiliated investment advisers. It is generally intended for investors who are retired or about to retire soon. The fund is designed to provide exposure to a variety of asset classes through investments in underlying funds, securities and other financial instruments, with an emphasis on fixed income investments over equity investments and other investments.
JPMorgan
Fund Family
Target-Date Retirement
Fund Category
659.12M
Net Assets
2012-07-02
Inception Date
Performance Overview: JIBBX
Trailing returns as of 4/26/2024. Category is Target-Date Retirement.
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JDVSX JPMorgan Diversified I
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JTSSX JPMorgan SmartRetirement 2050 I
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SMTSX JPMorgan SmartRetirement 2040 I
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JUSRX JPMorgan US Equity R5
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JDEAX JPMorgan US Research Enhanced Equity A
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JIJSX JPMorgan SmartRetirement Blend Income I
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JBSRX JPMorgan SmartRetirement Blend 2020 R5
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JUEZX JPMorgan US Equity R2
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JMYAX JPMorgan SmartRetirement Blend 2045 R6
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Holdings: JIBBX
Top 9 Holdings (62.78% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJIBBX
Technology 22.57%
Financial Services 14.96%
Healthcare 11.59%
Industrials 11.34%
Consumer Cyclical 11.32%
Communication Services 6.92%
Consumer Defensive 6.26%
Real Estate 4.72%
Energy 4.11%
Basic Materials 3.94%
Utilities 2.27%
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