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Jpmorgan Smartretirement® Blend 2040 Fund Class R6 (JOBYX)

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32.00 -0.17 -0.53%

07:00:00 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 2.74B

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Bond

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JOBYX Overview

Find basic information about the Jpmorgan Smartretirement® Blend 2040 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 JOBYX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change13.04%

Prev. Close32.17

Risk Rating

TTM Yield2.52%

ROE25.58%

IssuerJPMorgan

Turnover14%

ROA11.19%

Inception Date41092

Total Assets2.74B

Expenses0.07%

Min. Investment5,000,000

Market Cap119.04B

CategoryTarget - Date 2040

What is your sentiment on JPMorgan SmartRetirement Blend 2040 R6?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1133	983	1133	1111	1456	2146
Fund Return	13.25%	-1.71%	13.25%	3.57%	7.8%	7.94%
Place in category	62	76	62	46	93	47
% in Category	28	43	28	25	55	47

Top Bond Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Core Bond R6	24.09B	2.25	-1.68	1.79
JPMorgan Core Bond Select	21.91B	1.98	-1.85	1.61
JPMorgan Core Plus Bond R6	13.67B	3.00	-1.50	2.04
JPMorgan Strategic Income Opps Sel	7.49B	5.35	3.69	2.79
JPMorgan Short Duration Bond R6	7.45B	5.22	2.25	2.02

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	106.15B	12.83	3.52	8.16
The Vanguard Target Retire 2040 Tr2	106.15B	12.81	3.51	8.14
Vanguard Target Retire Trust Plus40	106.15B	12.84	3.54	8.17
Vanguard Target Retirement 2040 Inv	91.6B	12.88	3.51	8.08
American Funds 2040 Trgt Date RetR6	33.6B	14.79	4.14	9.35

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan Equity Index R6	-	42.98	-	-
JPMorgan BetaBuilders Intl Eq ETF	-	19.45	-	-
JPMorgan Core Plus Bond R6	-	10.08	-	-
JPMorgan Core Bond R6	-	5.03	-	-
JPMorgan BetaBuilders US Mid Cap Eq ETF	-	4.94	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan SmartRet.	32.00	-0.17	-0.53%