JPMorgan SmartRetirement Blend 2040 Fd R6

JOBYX · NASDAQ

Market closed$39.34$-0.250000 (-0.63%)

Key statistics

Previous close$39.59

Open$39.34

Day high$39.34

Day low$39.34

52-week high$39.92

52-week low$33.78

Market cap3.60B

Volume—

Average volume—

P/E ratio—

Forward P/E—

EPS—

Dividend yield0.00%

What is happening

Recent company-specific developments and publisher coverage.

No recent company-specific updates are available.

Peers

S&P 500SPX · $7,457.69-1.01%

American Beacon Large Cap Value R5AADEX · $29.43-0.54%

Cohen & Steers Institutional Realty SharesCSRIX · $55.58+0.09%

DoubleLine Shiller Enhanced CAPE Class IDSEEX · $15.79-0.82%

Franklin Managed Income AFBLAX · $13.54-0.22%

Federated Hermes Kaufmann Small Cap AFKASX · $48.40+0.02%

Fidelity Real Estate Investment PortfolioFRESX · $44.08-0.02%

Fidelity Select Defense & Aerospace PortfolioFSDAX · $28.260.00%

JPMorgan SmartRetirement 2045 R6JSAYX · $26.23-0.76%

Putnam Small Cap Growth Class APNSAX · $93.49-0.05%

Nuveen Lifecycle Index 2060 Fund R6TVIIX · $25.67-0.85%

Company profile

JPMorgan SmartRetirement® Blend 2040 Fund Class R6 (JOBYX) is an open-end target-date mutual fund managed by J.P. Morgan Asset Management, designed for investors planning to retire around the year 2040, with a primary objective of delivering high total return while gradually shifting toward current income and capital preservation as the target date approaches. The fund provides broad diversified exposure across equity, fixed income, and cash equivalent asset classes — with approximately 77% in stocks, 20% in bonds, and 3% in cash — achieved primarily through a portfolio of roughly 13–16 underlying JPMorgan-affiliated mutual funds and ETFs, including the JPMorgan Equity Index Fund, BetaBuilders International Equity ETF, and Core Plus Bond Fund. Launched on July 2, 2012, and managed by an experienced Multi-Asset Solutions team led by Daniel Oldroyd, Ove Fladberg, and Anshul Mohan, the fund has grown to approximately $3.5 billion in total assets and carries a notably low net expense ratio of 0.17%, well below the category average of 0.67%. The fund has earned a Morningstar Medalist Rating of Bronze and an overall 4-star rating, reflecting its risk-adjusted outperformance relative to peers in the Target-Date 2040 category since inception.

Symbol: JOBYX
Exchange: NASDAQ
Sector: Financial Services
Industry: Asset Management
CEO: Andrew G. Arnott
Employees: 0
Country: US
IPO date: 2012-07-02
Website: jhinvestments.com

Analyst consensus

hold

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