JSBQX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan SmartRetirement® Blend 2065 R4 (JSBQX) Ownership - Who owns JPMorgan SmartRetirement® Blend 2065 R4?

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

JSBQX

Net Assets

71.1M

Fund Existence

over 2 years

Turnover

13.00

Total Expense Ratio

0.42

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2065+

Administrative Fee

N/A

Annual Report Gross Expense Ratio

3.24

Assets in Top Ten Holdings

17.3M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

28.3K

Fund Type

OpenEnd

Index Fund

Management Fee

0.15

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

16.00

Number of Net Holdings

16.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.12

Weighting Top Ten Holdings

97.83%

Gain YTD

1.132

Annual Yield % from dividends

1.42

Returns for 1 year

8.20

Returns for 3 years

N/A

Returns for 5 years

N/A

Returns for 10 years

N/A

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Profile

Fundamentals

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