Jpmorgan Smartretirement Blend Fund Quote
| JOBEX Fund | USD 31.80 0.29 0.92% |
PerformanceVery Weak
| Odds Of DistressLow
|
Jpmorgan Smartretirement* is trading at 31.80 as of the 25th of March 2025; that is 0.92 percent up since the beginning of the trading day. The fund's open price was 31.51. Jpmorgan Smartretirement* has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 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 generally intended for investors who plan to retire around the year 2040 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cashcash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances andor direct investments in securities and other financial instruments.. More on Jpmorgan Smartretirement Blend
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Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, JPMorgan (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Jpmorgan Smartretirement Blend [JOBEX] 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 2040 category and is part of JPMorgan family. This fund currently has accumulated 2.17 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Smartretirement* is currently producing year-to-date (YTD) return of 0.99% with the current yeild of 0.02%, while the total return for the last 3 years was 6.22%.
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
| SCHH | Schwab REIT ETF | Etf | Real Estate | |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts | |
| JMGIX | Jpmorgan Managed Income | Mutual Fund | Ultrashort Bond | |
| JCBUX | Jpmorgan E Bond | Mutual Fund | Intermediate Core Bond | |
| OGFAX | Jpmorgan Equity Index | Mutual Fund | Large Blend | |
| JVAL | JPMorgan Value Factor | Etf | Large Value | |
| JHYUX | Jpmorgan High Yield | Mutual Fund | High Yield Bond | |
| JEMWX | Jpmorgan Emerging Markets | Mutual Fund | Diversified Emerging Mkts |
Jpmorgan Smartretirement* Risk Profiles
| Mean Deviation | 0.5866 | |||
| Standard Deviation | 0.7533 | |||
| Variance | 0.5675 | |||
| Risk Adjusted Performance | (0.01) |
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.
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