JIRBX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan SmartRetirement® Blend Inc R2 (JIRBX) Ownership - Who owns JPMorgan SmartRetirement® Blend Inc R2?

The investment seeks current income and some capital appreciation... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

JIRBX

Net Assets

1.55B

Fund Existence

almost 13 years

Turnover

33.00

Total Expense Ratio

0.92

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date Retirement

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.44

Assets in Top Ten Holdings

442M

Average Credit Quality

N/A

Average Effective Duration

5.35

Average Effective Maturity

7.45

Fund of Funds

Yes

Fund Share Class Net Assets

156K

Fund Type

OpenEnd

Index Fund

Management Fee

0.15

Modified Duration

5.46

No Load Fund

Number of Long Holdings

850.00

Number of Net Holdings

850.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.13

Weighting Top Ten Holdings

67.27%

Gain YTD

0.771

Annual Yield % from dividends

2.82

Returns for 1 year

7.73

Returns for 3 years

14.12

Returns for 5 years

17.79

Returns for 10 years

30.79

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Profile

Fundamentals

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