JPMorgan SmartRetirement Blend 2030 FundJRBBX
Type
Mutual fund
Peer group
Target-date
Net assets
$3.1B
Expense ratio
0.27%
1-year return
+13.3%
3 years, a year
+13.3%
5 years, a year
+6.2%
12-month yield
3.03%
Holdings
1,110
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 | 29.18% |
| JPMorgan BetaBuilders International Equity ETF | 13.33% |
| JPMorgan Core Plus Bond Fund | 9.20% |
| JPMorgan High Yield Fund | 5.58% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 2.81% |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 2.44% |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | 2.42% |
| JPMorgan Inflation Managed Bond ETF | 2.08% |
| JPMorgan U.S. Government Money Market Fund | 1.59% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.37% |
More on JRBBX.
- JRBBX overview
- JRBBX holdings
- JRBBX risk
- JRBBX costs
- JRBBX money in and out
- JRBBX share classes
- Compare JRBBX 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.