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JPMorgan SmartRetirement® Blend 2030 R5 JRBBX

Analyst rating as of
NAV / 1-Day Return
22.52  /  0.27 %
Total Assets
2.3 Bil
Adj. Expense Ratio
0.290%
Expense Ratio
0.290%
Fee Level
Below Average
Longest Manager Tenure
9.89 years
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.05%
Turnover
94%
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Morningstar’s Analysis

Will JRBBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Senior Analyst

Analyst Note

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On Oct. 19, 2021, we published a dropping coverage note for this strategy that anticipated dropping coverage on or about Jan. 23, 2022. We subsequently published a note on Oct. 22, 2021, that extended the notice period to an anticipated dropping coverage date of April 17, 2022.

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