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JPMorgan SmartRetirement Blend 2030 R2 (JRBRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.64+0.02 (+0.08%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash4.60%
Stocks54.93%
Bonds40.34%
Others0.03%
Preferred0.06%
Convertible0.04%

Sector weightings (%)

Sector(s)
JRBRX
Basic materials
4.02%
Consumer cyclical
10.92%
Financial services
15.27%
Property
4.47%
Consumer defensive
6.32%
Healthcare
11.43%
Utilities
2.37%
Communication services
7.11%
Energy
4.36%
Industrials
11.23%
Technology
22.51%

Equity holdings

AverageJRBRXCategory average
Price/Earnings0.0523.63
Price/book0.383
Price/sales0.52.18
Price/Cash flow0.0814.39
Median market cap102,809.8575,160.55
3-year earnings growth20.9212.33

Bond holdings

AverageJRBRXCategory average
Maturity8.988.07
Duration4.056.6
Credit qualityN/AN/A

Bond ratings

Sector(s)JRBRX
US government10.16%
AAA20.64%
AA26.79%
A8.67%
BBB10.79%
BB13.59%
B11.31%
Below B4.12%
Others4.10%

Top 9 holdings (70.42% of total assets)

Get quotes for top holdings
NameSymbol% assets
JPMorgan Equity Index R6OGFAX30.24%
JPMorgan BetaBuilders Intl Eq ETFBBIN14.42%
JPMorgan Core Plus Bond R6JCPUX8.64%
JPMorgan High Yield R6JHYUX3.75%
JPMorgan BetaBuilders US Aggt Bond ETFBBAG3.43%
JPMorgan BetaBuilders US Mid Cap Eq ETFBBMC2.94%
JPMorgan Emerging Mkts Rsrch Enh Eq R6EMRSX2.76%
JPMorgan BetaBuilders Emerging Mkt EqETFBBEM2.75%
JPMorgan Inflation Managed Bond ETFJCPI1.50%