Jpmorgan Smartretirement Blend Fund Quote
| JIYBX Fund | USD 18.50 0.05 0.27% |
PerformanceInsignificant
| Odds Of DistressLow
|
Jpmorgan Smartretirement* is trading at 18.50 as of the 25th of March 2025; that is 0.27% up since the beginning of the trading day. The fund's open price was 18.45. Jpmorgan Smartretirement* has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund is a fund of funds that invests in other mutual funds and exchange traded funds 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. More on Jpmorgan Smartretirement Blend
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Target-Date Retirement Funds, Target-Date Retirement, JPMorgan (View all Sectors) |
| Update Date | 31st of March 2025 |
Jpmorgan Smartretirement Blend [JIYBX] is traded in USA and was established 25th of March 2025. Jpmorgan Smartretirement* is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date Retirement category and is part of JPMorgan family. This fund currently has accumulated 396.17 M in assets under management (AUM) with no minimum investment requirementsJpmorgan Smartretirement* is currently producing year-to-date (YTD) return of 1.77% with the current yeild of 0.04%, while the total return for the last 3 years was 4.18%.
Check Jpmorgan Smartretirement* Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Smartretirement Blend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Smartretirement Blend Mutual Fund Constituents
| TIP | iShares TIPS Bond | Etf | Inflation-Protected Bond | |
| JMGIX | Jpmorgan Managed Income | Mutual Fund | Ultrashort Bond | |
| JEMVX | Jpmorgan Emerging Markets | Mutual Fund | Emerging Markets Bond | |
| OGFAX | Jpmorgan Equity Index | Mutual Fund | Large Blend | |
| JVAL | JPMorgan Value Factor | Etf | Large Value | |
| JSDRX | Jpmorgan Short Duration | Mutual Fund | Short-Term Bond | |
| JMSFX | Jpmorgan Income Fund | Mutual Fund | Multisector Bond | |
| JHYUX | Jpmorgan High Yield | Mutual Fund | High Yield Bond |
Jpmorgan Smartretirement* Risk Profiles
| Mean Deviation | 0.3184 | |||
| Semi Deviation | 0.4329 | |||
| Standard Deviation | 0.42 | |||
| Variance | 0.1764 |
Jpmorgan Smartretirement* Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Smartretirement* financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Smartretirement* security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |