Nasdaq - Delayed Quote • USD
JPMorgan SmartRetirement Blend 2040 R6 (JOBYX)
At close: 8:00 PM EDT
Loading Chart for JOBYX
DELL
- Previous Close
30.03 - YTD Return 2.45%
- Expense Ratio 0.94%
- Category Target-Date 2040
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 2.41B
- Beta (5Y Monthly) 1.19
- Yield 2.36%
- 5y Average Return --
- Holdings Turnover 22.00%
- Last Dividend 0.68
- Inception Date May 31, 2017
The fund is generally intended for investors who plan to retire around the year 2040 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 2040
Fund Category
2.41B
Net Assets
2017-05-31
Inception Date
Performance Overview: JOBYX
Trailing returns as of 5/14/2024. Category is Target-Date 2040.
People Also Watch
JRBYX JPMorgan SmartRetirement Blend 2030 R6
25.53
+0.87%
JPYRX JPMorgan SmartRetirement Blend 2035 R6
28.43
+0.96%
JNYAX JPMorgan SmartRetirement Blend 2050 R6
31.98
+1.04%
JMYAX JPMorgan SmartRetirement Blend 2045 R6
31.87
+1.05%
JIYBX JPMorgan SmartRetirement Blend IncomeR6
18.01
+0.78%
JBYSX JPMorgan SmartRetirement Blend 2025 R6
22.79
+0.84%
JTYBX JPMorgan SmartRetirement Blend 2055 R6
31.80
+1.05%
JSYRX JPMorgan SmartRetirement Blend 2020 R6
20.09
+0.80%
JAAYX JPMorgan SmartRetirement Blend 2060 R6
24.83
+1.06%
JOBY-WT Joby Aviation, Inc. WT
0.6295
-0.45%
SMTYX JPMorgan SmartRetirement 2040 R6
21.73
+1.02%
JGSMX JPMorgan Small Cap Growth R6
21.52
+2.09%
JCPUX JPMorgan Core Plus Bond R6
7.15
+0.70%
VESGX Vanguard Global ESG Select Stk Admiral
44.84
+1.01%
SMTIX JPMorgan SmartRetirement 2040 R5
21.73
+0.98%
SMTAX JPMorgan SmartRetirement 2040 A
21.51
+0.99%
Holdings: JOBYX
Top 9 Holdings (93.61% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJOBYX
Technology 22.64%
Financial Services 15.14%
Healthcare 11.41%
Industrials 11.27%
Consumer Cyclical 11.09%
Communication Services 7.01%
Consumer Defensive 6.26%
Real Estate 4.61%
Energy 4.26%
Basic Materials 3.99%
Utilities 2.32%
Recent News: JOBYX
Research Reports: JOBYX
Top Mutual Funds
KINAX Kinetics Internet Adv A
69.55
+3.51%
WWWFX Kinetics Internet No Load
76.98
+3.51%
KINCX Kinetics Internet Adv C
56.88
+3.49%
NEEIX Needham Growth Institutional
75.13
+3.10%
NEEGX Needham Growth Retail
72.05
+3.09%
BIPSX ProFunds Biotechnology UltraSector Svc
39.98
+3.07%
BIPIX ProFunds Biotechnology UltraSector Inv
63.54
+3.07%
UOPIX ProFunds UltraNASDAQ-100 Inv
95.84
+3.02%
RYVLX Rydex NASDAQ-100 2x Strategy A
483.16
+3.01%
RYVYX Rydex NASDAQ-100 2x Strategy H
483.01
+3.01%
RYCCX Rydex NASDAQ-100 2x Strategy Fund
348.72
+3.01%
UOPSX ProFunds UltraNASDAQ-100 Svc
66.07
+3.01%
FSELX Fidelity Select Semiconductors
32.36
+2.89%
FELAX Fidelity Advisor Semiconductors A
81.12
+2.83%
FIKGX Fidelity Advisor Semiconductors Z
87.94
+2.82%
FDCPX Fidelity Select Tech Hardware
106.98
+2.82%
FELIX Fidelity Advisor Semiconductors I
87.75
+2.81%
FELTX Fidelity Advisor Semiconductors M
75.71
+2.81%
FELCX Fidelity Advisor Semiconductors C
64.85
+2.81%
NEAIX Needham Aggressive Growth Institutional
51.65
+2.62%
NEAGX Needham Aggressive Growth Retail
49.06
+2.61%
RYSIX Rydex Electronics Inv
431.81
+2.61%
RYSAX Rydex Electronics H
380.45
+2.61%
RYELX Rydex Electronics Fund
392.65
+2.61%
RYSCX Rydex Electronics C
332.24
+2.61%
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
76.80
+2.56%
LGLOX Lord Abbett Growth Leaders F3
40.66
+2.50%
LGLVX Lord Abbett Growth Leaders R6
40.66
+2.50%
LGLIX Lord Abbett Growth Leaders I
40.30
+2.49%
LGLUX Lord Abbett Growth Leaders R5
40.32
+2.49%
LGLAX Lord Abbett Growth Leaders A
38.38
+2.48%
LGLSX Lord Abbett Growth Leaders R4
38.39
+2.48%
LGLQX Lord Abbett Growth Leaders R2
36.80
+2.48%
PSLDX PIMCO StocksPLUS Long Duration Instl
16.96
+2.48%
LGLRX Lord Abbett Growth Leaders R3
36.86
+2.47%
LGLCX Lord Abbett Growth Leaders C
32.81
+2.47%
LGLFX Lord Abbett Growth Leaders F
39.93
+2.46%
BREUX Baron Real Estate R6
37.20
+2.42%
BREFX Baron Real Estate Retail
36.10
+2.41%
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
44.25
+2.41%
FTXAX FullerThaler Behavioral Sm-Cp Gr A
43.04
+2.40%
FTXCX FullerThaler Behavioral Sm-Cp Gr C
41.80
+2.40%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
43.98
+2.40%
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
43.16
+2.40%
BREIX Baron Real Estate Institutional
37.20
+2.39%
FSPTX Fidelity Select Technology
33.05
+2.35%
PDEQX PGIM Jennison Emerging Markets Eq OppsR6
16.65
+2.34%
FATIX Fidelity Advisor Technology I
124.88
+2.34%
FIKHX Fidelity Advisor Technology Z
124.90
+2.34%
FATEX Fidelity Advisor Technology M
100.48
+2.33%
FADTX Fidelity Advisor Technology A
110.59
+2.33%
FTHCX Fidelity Advisor Technology C
81.00
+2.32%
PDECX PGIM Jennison Emerging Markets Equity Opportunities Fund
15.09
+2.31%
BGSIX BlackRock Technology Opportunities Instl
65.75
+2.30%
BGSRX BlackRock Technology Opportunities R
59.55
+2.30%
BGSAX BlackRock Technology Opportunities Inv A
59.59
+2.30%
BGSCX BlackRock Technology Opportunities Inv C
47.18
+2.30%
BTEKX BlackRock Technology Opportunities K
65.92
+2.30%
BSTSX BlackRock Technology Opportunities Svc
61.08
+2.29%
PDEZX PGIM Jennison Emerging Markets Eq Opps Z
16.61
+2.28%
PDEAX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.22
+2.27%
LCMGX Lord Abbett Micro Cap Growth C
18.16
+2.25%
BIOIX Baron Opportunity Instl
42.47
+2.24%
BIOUX Baron Opportunity R6
42.51
+2.24%
APDYX Artisan Developing World Fund
19.68
+2.23%
FSLBX Fidelity Select Brokerage & Inv Mgmt
148.77
+2.23%
BIOPX Baron Opportunity Retail
39.84
+2.23%
CTYRX Columbia Global Technology Growth Adv
83.06
+2.23%
CMTFX Columbia Global Technology Growth Inst
81.79
+2.22%
LMIYX Lord Abbett Micro Cap Growth I
18.85
+2.22%
LFMGX Lord Abbett Micro Cap Growth F
18.85
+2.22%
CGTUX Columbia Global Technology Growth Inst3
84.23
+2.22%
CTHRX Columbia Global Technology Growth Inst2
83.83
+2.22%
APHYX Artisan Developing World Fund
19.81
+2.22%
CTCAX Columbia Global Technology Growth A
77.43
+2.22%
LAMGX Lord Abbett Micro Cap Growth A
15.25
+2.21%
BISCX UBS US Small Cap Growth P
21.73
+2.21%
CTHCX Columbia Global Technology Growth C
66.15
+2.21%
ARTYX Artisan Developing World Investor
19.47
+2.20%
DGIFX Disciplined Growth Investors
30.46
+2.18%
SGTTX Columbia Seligman Global Tech Inst2
76.91
+2.18%
JMCGX Jacob Discovery Fd Inv
22.53
+2.18%
CSGZX Columbia Seligman Global Tech Inst
76.14
+2.17%
CCHRX Columbia Seligman Global Tech Adv
78.12
+2.17%
CGTYX Columbia Seligman Global Tech Inst3
76.28
+2.17%
BNSCX UBS US Small Cap Growth A
17.91
+2.17%
SGTRX Columbia Seligman Global Tech R
68.35
+2.17%
SHGTX Columbia Seligman Global Tech A
73.31
+2.16%
SHTCX Columbia Seligman Global Tech C
44.48
+2.16%
JMIGX Jacob Discovery Fd Instl
25.09
+2.16%
INPIX ProFunds Internet UltraSector Inv
44.81
+2.14%
INPSX ProFunds Internet UltraSector Svc
28.70
+2.14%
FTQGX Fidelity Focused Stock
38.47
+2.10%
SLMCX Columbia Seligman Tech & Info A
125.18
+2.07%
SCIRX Columbia Seligman Tech & Info R
113.42
+2.07%
SCMIX Columbia Seligman Tech & Info Inst2
147.54
+2.07%
SCICX Columbia Seligman Tech & Info C
55.28
+2.07%
CCOYX Columbia Seligman Tech & Info Inst3
145.79
+2.07%
CCIZX Columbia Seligman Tech & Info Inst
146.31
+2.06%
SCIOX Columbia Seligman Tech & Info Adv
119.41
+2.06%