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Jpmorgan Smartretirement® Blend 2030 Fund Class R6 (JRBYX)

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26.93 -0.08    -0.30%
14/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.77B
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Bond
JPMorgan SmartRetirement Blend 2030 R6 26.93 -0.08 -0.30%

JRBYX Overview

 
Find basic information about the Jpmorgan Smartretirement® Blend 2030 Fund Class R6 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add JRBYX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.62%
Prev. Close27.01
Risk Rating
TTM Yield2.55%
ROE25.74%
IssuerJPMorgan
Turnover31%
ROA11.26%
Inception Date41092
Total Assets2.77B
Expenses0.08%
Min. Investment5,000,000
Market Cap120.99B
CategoryTarget - Date 2030
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Jpmorgan Smartretirement® Blend 2030 Fund Class R6 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1100 1014 1234 1076 1378 1885
Fund Return 10.04% 1.41% 23.38% 2.46% 6.62% 6.54%
Place in category 44 58 57 42 98 48
% in Category 21 31 35 22 61 56

Top Bond Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Core Bond R6 23.83B 2.75 -1.55 1.91
  JPMorgan Core Bond Select 21.75B 2.51 -1.72 1.74
  JPMorgan Core Plus Bond R6 13.5B 3.43 -1.34 2.11
  JPMorgan Strategic Income Opps Sel 7.39B 4.31 3.31 2.66
  JPMorgan Short Duration Bond R6 7.04B 4.49 1.95 1.94

Top Funds for Target-Date 2030 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2030 Tr1 104.56B 10.09 2.60 7.02
  The Vanguard Target Retire 2030 Tr2 104.56B 10.07 2.59 7.01
  Vanguard Target Retire Trust Plus30 104.56B 10.09 2.61 7.03
  Vanguard Target Retirement 2030 Inv 96.67B 10.09 2.54 6.94
  American Funds 2030 Trgt Date RetR6 35.06B 10.48 3.10 7.63

Top Holdings

Name ISIN Weight % Last Change %
JPMorgan Equity Index R6 - 30.94 - -
JPMorgan BetaBuilders Intl Eq ETF - 14.48 - -
JPMorgan Core Plus Bond R6 - 8.57 - -
JPMorgan High Yield R6 - 3.66 - -
JPMorgan BetaBuilders US Aggt Bond ETF - 3.43 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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