- What does JRBYX invest in?
- The fund is generally intended for investors who plan to retire around the year 2030 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash 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 and/or direct investments in securities and other financial instruments.
- What is the expense ratio of JRBYX?
- JPMorgan SmartRetirement Blend 2030 Fd R6 (JRBYX) charges an expense ratio of 0.17%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JRBYX?
- JPMorgan SmartRetirement Blend 2030 Fd R6 (JRBYX) manages $3.27B 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 JRBYX actively managed or an index fund?
- JRBYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was JRBYX launched?
- JPMorgan SmartRetirement Blend 2030 Fd R6 (JRBYX) launched in July 2012 and is managed by JPMorgan.
- How has JRBYX performed?
- JRBYX'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.
