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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend Inc R5 (JIBBX)

17.40
-0.13
(-0.74%)
At close: 8:01:24 PM EDT
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  • Previous Close 17.53
  • YTD Return 1.27%
  • Expense Ratio 0.27%
  • Category Target-Date Retirement
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 717.36M
  • Beta (5Y Monthly) 0.77
  • Yield 3.47%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.64
  • Inception Date May 31, 2017

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

717.36M

Net Assets

2017-05-31

Inception Date

More about JPMorgan SmartRetirement Blend Inc R5

Performance Overview: JIBBX

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Trailing returns as of 4/7/2025. Category is Target-Date Retirement.

YTD Return

JIBBX
1.27%
Category
3.58%
 

1-Year Return

JIBBX
6.29%
Category
12.52%
 

3-Year Return

JIBBX
3.71%
Category
7.60%
 

5-Year Return

JIBBX
6.27%
Category
6.39%
 

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JPBRX JPMorgan SmartRetirement Blend 2035 R5
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JMBRX JPMorgan SmartRetirement Blend 2045 R5
29.42
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JOBBX JPMorgan SmartRetirement Blend 2040 R5
28.25
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SMTAX JPMorgan SmartRetirement 2040 A
19.43
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JRBYX JPMorgan SmartRetirement Blend 2030 R6
24.31
-0.94%
 
JTSYX JPMorgan SmartRetirement 2050 R6
20.22
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JDVSX JPMorgan Diversified Fund
14.34
-0.83%
 
JTSSX JPMorgan SmartRetirement 2050 I
20.15
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SHISX BlackRock Health Sciences Opps Svc
58.92
-1.55%
 
SMTSX JPMorgan SmartRetirement 2040 I
19.54
-1.26%
 
JDEAX JPMorgan U.S. Research Enhanced Equity Fund
36.13
-1.63%
 
JUSRX JPMorgan US Equity R5
20.98
-1.41%
 
JIJSX JPMorgan SmartRetirement Blend Income I
17.47
-0.74%
 
JBSRX JPMorgan SmartRetirement Blend 2020 Fund
19.44
-0.77%
 
JUEZX JPMorgan US Equity R2
20.48
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JMYAX JPMorgan SmartRetirement Blend 2045 R6
29.44
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Holdings: JIBBX

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Sector Weightings

SectorJIBBX
Technology   22.89%
Financial Services   16.96%
Consumer Cyclical   11.39%
Industrials   10.85%
Healthcare   10.34%
Communication Services   7.78%
Consumer Defensive   5.82%
Real Estate   4.60%
Energy   3.45%
Basic Materials   3.35%
Utilities   2.57%
View More

Recent News: JIBBX

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Research Reports: JIBBX

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