Jpmorgan Smartretirement® Blend 2065 Fund Class R4
JSBQX
NASDAQ
| Weiss Ratings | JSBQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | JSBQX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Ove Fladberg (3), Daniel Oldroyd (3), Anshul Mohan (2) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JSBQX-NASDAQ | Click to Compare |
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| Fund Name | Jpmorgan Smartretirement® Blend 2065 Fund Class R4 | |||
| Category | Target-Date 2065+ | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 01, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JSBQX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.06% | |||
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| Dividend Yield (Forward) | 1.84% | |||
| Asset Allocation | JSBQX-NASDAQ | Click to Compare |
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| Cash | 3.21% | |||
| Stock | 89.57% | |||
| U.S. Stock | 57.37% | |||
| Non-U.S. Stock | 32.20% | |||
| Bond | 7.14% | |||
| U.S. Bond | 6.25% | |||
| Non-U.S. Bond | 0.89% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.05% | |||
| Price History | JSBQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.02% | |||
| 30-Day Total Return | -2.87% | |||
| 60-Day Total Return | -3.46% | |||
| 90-Day Total Return | -1.21% | |||
| Year to Date Total Return | -0.46% | |||
| 1-Year Total Return | 23.30% | |||
| 2-Year Total Return | 27.97% | |||
| 3-Year Total Return | 51.91% | |||
| 5-Year Total Return | -- | |||
| Price | JSBQX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JSBQX-NASDAQ | Click to Compare |
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| Nav | $23.67 | |||
| 1-Month Low NAV | $22.84 | |||
| 1-Month High NAV | $24.57 | |||
| 52-Week Low NAV | $18.08 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $25.12 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | JSBQX-NASDAQ | Click to Compare |
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| Beta | 0.93 | |||
| Standard Deviation | 10.92 | |||
| Balance Sheet | JSBQX-NASDAQ | Click to Compare |
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| Total Assets | 142.95M | |||
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| Expense Ratio | 0.42% | |||
| Turnover Ratio | 29.00% | |||
| Performance | JSBQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.17% | |||
| Last Bear Market Total Return | -- | |||