JPMorgan SmartRetirement Blend 2040 R6 (JOBYX) Research
This fund is designed for individuals anticipating retirement around the year 2040, with the goal of providing an ongoing income stream during their post-career life. It seeks to offer broad market exposure across major asset categories—stocks (equities), bonds (debt), and cash or cash equivalents. This diversification is achieved primarily through investments in mutual funds and exchange-traded funds (ETFs) managed by JPMorgan or its affiliated companies. In certain limited circumstances, it may also utilize passive ETFs from external, unaffiliated investment managers, or directly invest in various securities and financial instruments.
Market snapshot
- Symbol
- JOBYX
- Price
- $39.78
- Day change
- +0.99%
- Market cap
- $3.6B
- 52-week range
- 32.77-39.86
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon Large Cap Value R5 (AADEX)
- Cohen & Steers Institutional Realty Shares (CSRIX)
- DoubleLine Shiller Enhanced CAPE Class I (DSEEX)
- Franklin Managed Income A (FBLAX)
- Federated Hermes Kaufmann Small Cap A (FKASX)
- Fidelity Real Estate Investment Portfolio (FRESX)
- Fidelity Select Defense & Aerospace Portfolio (FSDAX)
- JPMorgan SmartRetirement 2045 R6 (JSAYX)
Open JPMorgan SmartRetirement Blend 2040 R6 (JOBYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.