- What does JIBBX invest in?
- The Fund seeks current income and capital appreciation. Fund invests in other mutual funds and exchange traded funds within the same group of investment companies and ETFs that are managed by unaffiliated investment advisers and is generally intended for investors who are retired or about to retire soon.
- What is the expense ratio of JIBBX?
- JPMorgan SmartRetirement Blend Inc R5 (JIBBX) charges an expense ratio of 0.27%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JIBBX?
- JPMorgan SmartRetirement Blend Inc R5 (JIBBX) manages $1.58B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is JIBBX actively managed or an index fund?
- JIBBX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was JIBBX launched?
- JPMorgan SmartRetirement Blend Inc R5 (JIBBX) launched in July 2012 and is managed by JPMorgan.
- How has JIBBX performed?
- JIBBX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
