JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) Research
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.
Market snapshot
- Symbol
- JOBBX
- Price
- $39.78
- Day change
- +0.99%
- Market cap
- $13.7B
- P/E ratio
- -56.74x
- 52-week range
- 32.77-39.86
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- JPMorgan SmartRetirement Blend 2045 Fund Class R5 (JMBRX)
- JPMorgan SmartRetirement Blend 2045 Fund Class R6 (JMYAX)
- JPMorgan SmartRetirement Blend 2040 Fund Class I (JOBEX)
- JPMorgan SmartRetirement Blend 2035 Fund Class R5 (JPBRX)
- JPMorgan SmartRetirement Blend 2035 Fund Class R6 (JPYRX)
- JPMorgan SmartRetirement 2050 Fund Class C (JTSCX)
- JPMorgan SmartRetirement 2050 Fund Class R5 (JTSIX)
- JPMorgan SmartRetirement 2050 Fund Class I (JTSSX)
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