JPMorgan SmartRetirement Blend 2030 Fund (JRBYX) Research
This fund is designed for individuals who anticipate retiring around the year 2030 and plan to draw income from their investments throughout their retirement. Its objective is to provide a diversified portfolio spanning major asset types: equities (stocks), fixed income (bonds), and highly liquid assets (cash equivalents). The fund primarily achieves this by allocating capital to mutual funds and exchange-traded funds (ETFs) offered by its affiliated investment companies. In specific, limited scenarios, it may also strategically invest in passive ETFs managed by external advisors. Additionally, the fund retains the flexibility to directly hold individual securities and various other financial instruments.
Market snapshot
- Symbol
- JRBYX
- Price
- $31.24
- Day change
- +0.77%
- Market cap
- $3.3B
- 52-week range
- 27.16-31.28
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Calamos Strategic Total Return Fund (CSQ)
- Janus Henderson Small Cap Value Fund (JDSNX)
- Janus Henderson Small Cap Value Fund (JSCOX)
- Janus Henderson Small Cap Value Fund (JSCVX)
- MFS Aggressive Growth Allocation Fund (MAAGX)
- iShares Russell 2000 Small-Cap Index Fund (MASKX)
- iShares Russell 2000 Small-Cap Index Fund (MDSKX)
- State Street Target Retirement 2030 Fund (SSBYX)
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