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Jpmorgan Smartretirement® Blend 2040 Fund Class R6 (JOBYX)

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29.85 +0.46 +1.57%

11/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.55B

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 Change2.37%

Prev. Close29.39

Risk Rating

TTM Yield2.53%

ROE25.42%

IssuerJPMorgan

Turnover7%

ROA10.93%

Inception Date41092

Total Assets2.55B

Expenses0.05%

Min. Investment5,000,000

Market Cap121.75B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	999	999	1066	1182	1816	2093
Fund Return	-0.1%	-0.1%	6.57%	5.73%	12.67%	7.67%
Place in category	77	77	18	42	70	46
% in Category	46	46	12	22	41	48

Top Bond Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Core Bond R6	24.11B	3.00	1.13	1.93
JPMorgan Core Bond Select	21.95B	2.96	0.93	1.75
JPMorgan Core Plus Bond R6	13.85B	2.90	1.31	2.14
JPMorgan Short Duration Bond R6	7.88B	1.60	3.69	2.11
JPMorgan Strategic Income Opps Sel	7.51B	1.02	4.18	2.82

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	110.54B	-0.16	5.50	7.88
The Vanguard Target Retire 2040 Tr2	110.54B	-0.16	5.48	7.87
Vanguard Target Retire Trust Plus40	110.54B	-0.16	5.51	7.89
Vanguard Target Retirement 2040 Inv	93.58B	-0.21	5.47	7.80
American Funds 2040 Trgt Date RetR6	30.38B	-0.78	6.36	9.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan Equity Index R6	-	41.66	-	-
JPMorgan BetaBuilders Intl Eq ETF	-	20.56	-	-
JPMorgan Core Plus Bond R6	-	10.43	-	-
JPMorgan Core Bond R6	-	5.22	-	-
JPMorgan BetaBuilders US Mid Cap Eq ETF	-	4.40	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan SmartRet.	29.85	+0.46	+1.57%
	State Street US I.	24.993	+0.417	+1.70%