JPMorgan SmartRetirement Blend 2040 Fund Class R5

Frequently Asked Questions About JOBBX

What does JOBBX invest in?

This fund aims for significant long-term growth, gradually shifting its focus to income generation and capital preservation as it nears and passes its target retirement date of 2040. It is designed for investors who anticipate retiring around 2040 and intend to withdraw their invested funds throughout their retirement years. The fund achieves diversified exposure across equities, fixed income, and cash-like assets primarily by investing in other mutual funds and exchange-traded funds (ETFs) within the same investment family, with occasional use of passive ETFs from external managers or direct investments in securities.

What is the expense ratio of JOBBX?

JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) charges an expense ratio of 0.27%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JOBBX?

JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) manages $3.67B 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 JOBBX actively managed or an index fund?

JOBBX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was JOBBX launched?

JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) launched in July 2012 and is managed by JPMorgan.

How has JOBBX performed?

JOBBX'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.