- What does JPBRX invest in?
- This fund aims for substantial overall growth in its early stages. As the year 2035 — its target retirement date — draws closer and then passes, its strategy gradually shifts to prioritize generating income for investors, while still seeking modest capital appreciation. It is specifically designed for individuals planning to retire around 2035 and who expect to draw upon their investment gradually throughout their retirement years. To achieve its goals, the fund diversifies its portfolio across stocks (equities), bonds (debt), and highly liquid assets (cash/cash equivalents). It primarily does this by investing in other mutual funds and Exchange Traded Funds (ETFs) within the same family of investment companies. In certain limited circumstances, it may also allocate capital to passive ETFs managed by external advisory firms, or make direct investments in specific securities and other financial instruments.
- What is the expense ratio of JPBRX?
- JPMorgan SmartRetirement Blend 2035 Fund Class R5 (JPBRX) charges an expense ratio of 0.27%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JPBRX?
- JPMorgan SmartRetirement Blend 2035 Fund Class R5 (JPBRX) manages $3.86B 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 JPBRX actively managed or an index fund?
- JPBRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was JPBRX launched?
- JPMorgan SmartRetirement Blend 2035 Fund Class R5 (JPBRX) launched in July 2012 and is managed by JPMorgan.
- How has JPBRX performed?
- JPBRX'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.
