JPMorgan SmartRetirement Blend Income Fund Class R5 (JIBBX) Research
The JPMorgan SmartRetirement Blend Income Fund Class R5 aims to deliver a consistent stream of current income while also seeking modest capital appreciation. Functioning as a "fund of funds," it builds its portfolio by investing in a selection of other mutual funds and exchange-traded funds (ETFs). These underlying investments span both affiliated funds from its own investment group and passive ETFs managed by external, unaffiliated advisors. The fund is primarily geared towards investors who are either retired or on the cusp of retirement. Its strategic design provides broad exposure to various asset classes through these underlying vehicles, as well as direct holdings in securities and other financial instruments, with a central tenet of its allocation strategy being a pronounced preference for fixed income investments, outweighing allocations to equities and alternative assets.
Market snapshot
- Symbol
- JIBBX
- Price
- $20.99
- Day change
- +0.62%
- Market cap
- $1.6B
- 52-week range
- 18.88-21.01
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX)
- Federated Hermes MDT Large Cap Value Fund Class A (FSTRX)
- The Gabelli Dividend & Income Trust (GDV)
- JPMorgan International Unconstrained Equity Fund - A (IUAEX)
- JPMorgan International Unconstrained Equity Fund - R6 (IUENX)
- JPMorgan SmartRetirement Blend Income Fund Class I (JIJSX)
- Nuveen Floating Rate Income Fund Class C (NFFCX)
- Nuveen Floating Rate Income Fund Class A (NFRAX)
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