OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

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

87.7M

Fund Existence

almost 3 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

32.3K

Fund Type

OpenEnd

Index Fund

Management Fee

0.15

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

13.00

Number of Net Holdings

14.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.12

Weighting Top Ten Holdings

98.28%

Gain YTD

9.695

Annual Yield % from dividends

1.29

Returns for 1 year

13.87

Returns for 3 years

N/A

Returns for 5 years

N/A

Returns for 10 years

N/A

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

View AI-Driven Trading

A.I. Advisor

published General Information

General Information

Category

Profile

Fundamentals

Details