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JOBEX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

JPMorgan SmartRetirement® Blend 2040 I (JOBEX) Ownership - Who owns JPMorgan SmartRetirement® Blend 2040 I?

The investment 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... Show more

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

Profile

Details

Group

Balanced Funds

Fundamentals

JOBEX

Net Assets

2.9B

Fund Existence

almost 13 years

Turnover

14.00

Total Expense Ratio

0.42

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2040

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.65

Assets in Top Ten Holdings

2.32B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

4.07M

Fund Type

OpenEnd

Index Fund

Management Fee

0.15

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

14.00

Number of Net Holdings

14.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.13

Weighting Top Ten Holdings

97.61%

Gain YTD

5.128

Annual Yield % from dividends

2.18

Returns for 1 year

10.35

Returns for 3 years

30.34

Returns for 5 years

50.87

Returns for 10 years

96.33

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