JIYBX Mutual Fund
JIYBX Mutual Fund
JIYBX Mutual Fund
JPMorgan Smartretirement Blend Income Fund Class R6
JIYBX Mutual Fund Overview
JIYBX Mutual Fund (JPMorgan Smartretirement Blend Income Fund Class R6) is managed by J.P. Morgan Asset Management with $3.39B in net assets. JIYBX expense ratio is 0.17%, holding 983 positions across sectors including Financials, Utilities, Industrials. Inception date: 2012-07-02.
JIYBX performance shows a YTD return of 3.71%. The 1-year return is 6.10% and the 5-year return is 4.84%. JIYBX dividend yield stands at 3.20%, paid annually.
JIYBX 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 JIYBX holdings, JIYBX sectors, or JIYBX dividends.
JIYBX can be compared against other funds. Use JIYBX overlap to find shared positions, or JIYBX vs another fund for a side-by-side view. JIYBX alternatives are available via the screener, along with tax-loss harvesting opportunities.