JIBBX Mutual Fund

JIBBX Mutual Fund (JPMorgan Smartretirement Blend Income Fund Class R5) is managed by J.P. Morgan Asset Management with $42.0M in net assets. JIBBX expense ratio is 0.27%, holding 983 positions across sectors including Financials, Utilities, Industrials. Inception date: 2012-07-02.

JIBBX performance shows a YTD return of 3.62%. The 1-year return is 5.98% and the 5-year return is 4.73%. JIBBX dividend yield stands at 3.13%, paid annually.

JIBBX top holdings include Jpmorgan Equity Index Fund, Class R6 (21.5%), Jpmorgan Core Plus Bond Fund, Class R6 (10.8%), Jpmorgan Betabuilders International Equity ETF (10.1%), Jpmorgan High Yield Fund, Class R6 (7.1%), Jpmorgan Inflation Managed Bond ETF (4.9%). Go to all JIBBX holdings, JIBBX sectors, or JIBBX dividends.

JIBBX can be compared against other funds. Use JIBBX overlap to find shared positions, or JIBBX vs another fund for a side-by-side view. JIBBX alternatives are available via the screener, along with tax-loss harvesting opportunities.