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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend 2030 R6 (JRBYX)

24.31
-0.23
(-0.94%)
At close: 8:01:25 PM EDT
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  • Previous Close 24.54
  • YTD Return 0.69%
  • Expense Ratio 0.17%
  • Category Target-Date 2030
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.78B
  • Beta (5Y Monthly) 0.99
  • Yield 3.08%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.80
  • Inception Date Jul 2, 2012

The fund is generally intended for investors who plan to retire around the year 2030 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.

JPMorgan

Fund Family

Target-Date 2030

Fund Category

2.78B

Net Assets

2012-07-02

Inception Date

More about JPMorgan SmartRetirement Blend 2030 R6

Performance Overview: JRBYX

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Trailing returns as of 4/7/2025. Category is Target-Date 2030.

YTD Return

JRBYX
0.69%
Category
7.97%
 

1-Year Return

JRBYX
6.48%
Category
25.53%
 

3-Year Return

JRBYX
4.63%
Category
11.28%
 

5-Year Return

JRBYX
9.72%
Category
10.98%
 

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Holdings: JRBYX

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Sector Weightings

SectorJRBYX
Technology   23.19%
Financial Services   16.97%
Consumer Cyclical   11.31%
Industrials   10.65%
Healthcare   10.25%
Communication Services   7.94%
Consumer Defensive   5.89%
Real Estate   4.46%
Energy   3.42%
Basic Materials   3.34%
Utilities   2.59%
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Recent News: JRBYX

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Research Reports: JRBYX

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