Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend Inc R5 (JIBBX)

18.60
-0.01
(-0.05%)
At close: May 23 at 8:01:24 PM EDT
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  • Previous Close 18.61
  • YTD Return 1.60%
  • Expense Ratio 0.27%
  • Category Target-Date Retirement
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 1.55B
  • Beta (5Y Monthly) 0.76
  • Yield 3.46%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.64
  • Inception Date Jul 2, 2012

The fund is a "fund of funds" that invests in other mutual funds and exchange traded funds (ETFs) within the same group of investment companies and also invests in passive ETFs that are managed by unaffiliated investment advisers. It is generally intended for investors who are retired or about to retire soon. The fund is designed to provide exposure to a variety of asset classes through investments in underlying funds, securities and other financial instruments, with an emphasis on fixed income investments over equity investments and other investments.

JPMorgan

Fund Family

Target-Date Retirement

Fund Category

1.55B

Net Assets

2012-07-02

Inception Date

More about JPMorgan SmartRetirement Blend Inc R5

Performance Overview: JIBBX

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Trailing returns as of 5/22/2025. Category is Target-Date Retirement.

YTD Return

JIBBX
1.60%
Category
3.58%
 

1-Year Return

JIBBX
9.52%
Category
12.52%
 

3-Year Return

JIBBX
5.55%
Category
7.60%
 

5-Year Return

JIBBX
5.40%
Category
6.39%
 

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SMTAX JPMorgan SmartRetirement 2040 A
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SMTSX JPMorgan SmartRetirement 2040 I
22.18
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JDEAX JPMorgan U.S. Research Enhanced Equity Fund
42.04
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JIJSX JPMorgan SmartRetirement Blend Income I
18.66
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JUSRX JPMorgan US Equity R5
24.29
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JBSRX JPMorgan SmartRetirement Blend 2020 Fund
20.25
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Holdings: JIBBX

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Sector Weightings

SectorJIBBX
Technology   22.14%
Financial Services   17.37%
Industrials   10.93%
Consumer Cyclical   10.63%
Healthcare   10.62%
Communication Services   7.46%
Consumer Defensive   6.16%
Real Estate   4.71%
Energy   3.84%
Basic Materials   3.38%
Utilities   2.76%
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Recent News: JIBBX

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Research Reports: JIBBX

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FKRCX Franklin Gold and Precious Metals A
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FGADX Franklin Gold and Precious Metals Adv
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INIIX VanEck International Investors Gold I
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INIVX VanEck International Investors Gold A
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USERX U.S. Global Investors Gold & Precious Metals Fund
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FEURX First Eagle Gold R6
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MOWIX Moerus Worldwide Value Institutional
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FIKIX Fidelity Advisor Utilities Z
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FUGAX Fidelity Advisor Utilities A
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FUGIX Fidelity Advisor Utilities I
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PRUQX PGIM Jennison Utility R6
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HGASX Hennessy Gas Utility Institutional
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FIQRX Fidelity Advisor Global Commodity Stk Z
18.80
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VLPIX Virtus Duff & Phelps Sel MLP & Engy I
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VLPAX Virtus Duff & Phelps Sel MLP & Engy A
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COBYX The Cook & Bynum
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FMGIX Frontier MFG Core Infrastructure Instl
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FNARX Fidelity Natural Resources Fund
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ISCAX Federated Hermes Intl Small-Mid Co A
46.42
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ISCIX Federated Hermes Intl Small-Mid Co IS
47.97
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ISCCX Federated Hermes Intl Small-Mid Co C
31.29
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FIUIX Fidelity Telecom and Utilities
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FIQIX Fidelity Advisor Intl Small Cap Z
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FIASX Fidelity Advisor Intl Small Cap A
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JARIX Easterly Global Real Estate Fund
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CIISX Causeway International Small Cap Instl
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AVALX Aegis Value I
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FISMX Fidelity International Small Cap
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FIXIX Fidelity Advisor Intl Small Cap I
35.33
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FTISX Fidelity Advisor Intl Small Cap M
34.10
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BESIX William Blair Emerging Markets Small Cap Growth Fund
20.90
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FEDGX Fidelity Advisor Emerg Mkts Discv C
16.43
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AIFRX abrdn Global Infrastructure Instl
25.44
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WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.97
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VIESX Virtus KAR Emerging Markets Small-Cap I
16.58
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15.24
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16.77
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16.91
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20.08
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23.20
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17.04
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