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JPMorgan SmartRetirement Blend 2065 R4 (JSBQX)
As of 8:05 AM EDT. Market Open.
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19.72 - YTD Return 7.65%
- Expense Ratio 0.44%
- Category Target-Date 2065+
- Last Cap Gain 4.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 28.51M
- Beta (5Y Monthly) --
- Yield 1.18%
- 5y Average Return --
- Holdings Turnover 29.00%
- Last Dividend 0.23
- Inception Date Nov 1, 2022
The fund is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and exchange traded funds (ETFs) within the same group of investment companies (i.e., J.P. Morgan Funds), passive ETFs that are managed by unaffiliated investment advisers in certain limited instances (unaffiliated passive ETFs) and/or direct investments in securities and other financial instruments.
JPMorgan
Fund Family
Target-Date 2065+
Fund Category
28.51M
Net Assets
2022-11-01
Inception Date
Performance Overview: JSBQX
View MoreTrailing returns as of 6/27/2024. Category is Target-Date 2065+.
Holdings: JSBQX
View MoreTop 10 Holdings (98.74% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJSBQX
Technology 22.24%
Financial Services 15.30%
Healthcare 11.36%
Industrials 11.26%
Consumer Cyclical 10.85%
Communication Services 6.96%
Consumer Defensive 6.33%
Real Estate 4.65%
Energy 4.46%
Basic Materials 4.08%
Utilities 2.48%
Recent News: JSBQX
View MoreResearch Reports: JSBQX
View MoreTop Mutual Funds
INPIX ProFunds Internet UltraSector Inv
44.49
+2.44%
INPSX ProFunds Internet UltraSector Svc
28.46
+2.41%
FSCSX Fidelity Select Software & IT Svcs Port
27.30
+1.60%
BISCX UBS U.S. Small Cap Growth Fund
21.01
+1.55%
BNSCX UBS US Small Cap Growth A
17.31
+1.52%
DNSMX Driehaus Small Cap Growth Institutional
22.13
+1.47%
DVSMX Driehaus Small Cap Growth Investor
21.68
+1.45%
DADGX Dunham Small Cap Growth A
16.83
+1.45%
DNDGX Dunham Small Cap Growth Fund
18.37
+1.44%
OSTGX Osterweis Emerging Opportunity
16.33
+1.24%
BUFOX Buffalo Early Stage Growth Fd
15.54
+1.24%
BUIOX Buffalo Early Stage Growth Instl
15.67
+1.23%
FDCPX Fidelity Select Tech Hardware
110.17
+1.22%
BDFUX Baron Discovery Fund
26.86
+1.21%
BDFIX Baron Discovery Fund
26.86
+1.21%
BDFFX Baron Discovery Fund
26.12
+1.20%
LMIYX Lord Abbett Micro Cap Growth I
18.23
+1.17%
LFMGX Lord Abbett Micro Cap Growth F
18.23
+1.17%
FTXCX FullerThaler Behavioral Sm-Cp Gr C
41.10
+1.16%
LCMGX Lord Abbett Micro Cap Growth Fund
17.54
+1.15%
FIMPX Nuveen Small Cap Growth Opp I
31.67
+1.15%
FTXAX FullerThaler Behavioral Sm-Cp Gr A
42.34
+1.15%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
43.28
+1.15%
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
42.46
+1.14%
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
43.55
+1.14%
FRMPX Nuveen Small Cap Growth Opp A
24.00
+1.14%
FTUIX Fidelity Advisor Telecommunications I
46.27
+1.14%
FSTCX Fidelity Select Telecommunications Port
46.38
+1.13%
FTUTX Fidelity Advisor Telecommunications M
45.57
+1.13%
FMPFX Nuveen Small Cap Growth Opp R6
32.18
+1.13%
FTUCX Fidelity Advisor Telecommunications C
45.78
+1.13%
FTUAX Fidelity Advisor Telecommunications A
45.96
+1.12%
FIJGX Fidelity Advisor Telecommunications Z
46.12
+1.12%
FCPGX Fidelity Small Cap Growth
31.30
+1.10%
FCIGX Fidelity Advisor Small Cap Growth I
31.39
+1.10%
WAMCX Wasatch Ultra Growth
31.47
+1.09%
WGMCX Wasatch Ultra Growth Institutional
31.62
+1.09%
FIDGX Fidelity Advisor Small Cap Growth Z
31.66
+1.09%
FCAGX Fidelity Small Cap Growth Fund
29.00
+1.08%
FCTGX Fidelity Advisor Small Cap Growth M
27.26
+1.08%
NEEGX Needham Growth Retail
71.46
+1.07%
NEEIX Needham Growth Institutional
74.53
+1.07%
PHRIX Virtus Duff & Phelps Real Estate Secs I
17.99
+1.07%
PHRCX Virtus Duff & Phelps Real Estate Secs C
18.06
+1.06%
VRREX Virtus Duff & Phelps Real Estate Secs R6
18.09
+1.06%
TSCGX Thrivent Small Cap Growth S
17.14
+1.06%
NPSGX Nicholas Partners Small Cap Gr Instl
15.47
+1.05%
FCCGX Fidelity Small Cap Growth Fund
23.37
+1.04%
CIPIX Champlain Mid Cap Institutional
24.40
+1.04%
WISGX Segall Bryant & Hamill Small Cap GrInstl
19.70
+1.03%
BIPIX ProFunds Biotechnology UltraSector Fund
63.18
+1.02%
BIPSX ProFunds Biotechnology UltraSector Fund
39.71
+1.02%
FRESX Fidelity Real Estate Investment Port
37.06
+1.01%
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.07
+1.01%
FSRNX Fidelity Real Estate Index
15.09
+1.00%
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
19.14
+1.00%
CSJIX Cohen & Steers Realty Shares I
62.57
+1.00%
CSJAX Cohen & Steers Realty Shares A
62.57
+1.00%
CSRSX Cohen & Steers Realty Shares L
62.59
+1.00%
CSJRX Cohen & Steers Realty Shares R
62.62
+1.00%
CSRIX Cohen & Steers Instl Realty Shares
45.80
+0.99%
FSERX Franklin Real Estate Securities R6
17.32
+0.99%
CIPMX Champlain Mid Cap Adv
23.46
+0.99%
DFSGX DF Dent Small Cap Growth Institutional
22.44
+0.99%
CSJCX Cohen & Steers Realty Shares C
62.23
+0.99%
CSJZX Cohen & Steers Realty Shares Z
62.71
+0.98%
FRRSX Franklin Real Estate Securities C
15.60
+0.97%
FREEX Franklin Real Estate Securities A
16.94
+0.95%
JSVAX Janus Henderson Contrarian T
27.56
+0.95%
DFDSX DF Dent Small Cap Growth Investor
22.29
+0.95%
GURIX Guggenheim Risk Managed Real Estt Instl
31.17
+0.94%
FRLAX Franklin Real Estate Securities Adv
17.25
+0.94%
PSGAX Virtus KAR Small-Cap Growth A
30.28
+0.93%
JCNRX Janus Henderson Contrarian Fund
26.01
+0.93%
GURCX Guggenheim Risk Managed Real Estt C
30.38
+0.93%
BRUSX Bridgeway Ultra-Small Company
27.18
+0.93%
PSGCX Virtus KAR Small-Cap Growth C
23.99
+0.93%
JCNIX Janus Henderson Contrarian Fund
27.34
+0.92%
ANOIX American Century Small Cap Growth Inv
19.72
+0.92%
GURAX Guggenheim Risk Managed Real Estt A
30.69
+0.92%
JCNAX Janus Henderson Contrarian Fund
27.42
+0.92%
PXSGX Virtus KAR Small-Cap Growth I
31.87
+0.92%
NEAGX Needham Aggressive Growth Retail
47.30
+0.92%
FEGOX First Eagle Gold C
23.11
+0.92%
JCNNX Janus Henderson Contrarian Fund
27.54
+0.92%
JCNCX Janus Henderson Contrarian Fund
24.24
+0.92%
AGCLX American Century Global Small Cap A
17.63
+0.92%
GURPX Guggenheim Risk Managed Real Estt P
30.87
+0.92%
FEGIX First Eagle Gold I
26.48
+0.91%
WSMDX William Blair Small-Mid Cap Growth I
28.69
+0.91%
JCONX Janus Henderson Contrarian Fund
27.59
+0.91%
JACNX Janus Henderson Contrarian D
27.59
+0.91%
FEURX First Eagle Gold R6
26.56
+0.91%
NEAIX Needham Aggressive Growth Institutional
49.81
+0.91%
VRSGX Virtus KAR Small-Cap Growth R6
32.14
+0.91%
SGGDX First Eagle Gold A
25.59
+0.91%
AGCVX American Century Global Small Cap Inv
17.95
+0.90%
NBGAX Neuberger Berman Genesis Adv
61.04
+0.89%
NBGEX Neuberger Berman Genesis Tr
62.25
+0.89%
NBGNX Neuberger Berman Genesis Inv
62.52
+0.89%