JPMorgan SmartRetirement Blend 2025 FundJBYSX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.9B
Expense ratio
0.17%
1-year return
+10.7%
3 years, a year
+11.5%
5 years, a year
+5.1%
12-month yield
3.57%
Holdings
954
What it aims to do.
The Fund seeks high total return with a shift to current income and some capital appreciation over time as the Fund approaches and passes the target retirement date.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JPMorgan Equity Index Fund | 22.19% |
| JPMorgan BetaBuilders International Equity ETF | 10.11% |
| JPMorgan Core Plus Bond Fund | 10.09% |
| JPMorgan High Yield Fund | 6.94% |
| JPMorgan Inflation Managed Bond ETF | 4.55% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 2.92% |
| JPMorgan U.S. Government Money Market Fund | 2.54% |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 1.88% |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | 1.86% |
| JPMorgan Emerging Markets Debt Fund | 1.74% |
More on JBYSX.
- JBYSX overview
- JBYSX holdings
- JBYSX risk
- JBYSX costs
- JBYSX money in and out
- JBYSX share classes
- Compare JBYSX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.