JPMorgan SmartRetirement Blend 2055 FundJTBBX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.5B
Expense ratio
0.27%
1-year return
+19.4%
3 years, a year
+15.2%
5 years, a year
+8.4%
Holdings
16
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 | 48.79% |
| JPMorgan BetaBuilders International Equity ETF | 22.70% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 5.46% |
| JPMorgan Core Plus Bond Fund | 4.91% |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 4.18% |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | 4.15% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 2.71% |
| JPMorgan BetaBuilders MSCI US REIT ETF | 1.81% |
| JPMorgan U.S. Government Money Market Fund | 1.67% |
| JPMorgan Core Bond Fund | 1.64% |
More on JTBBX.
- JTBBX overview
- JTBBX holdings
- JTBBX risk
- JTBBX costs
- JTBBX money in and out
- JTBBX share classes
- Compare JTBBX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.