JPMorgan SmartRetirement Blend Income Fund Class R5
JIBBX
NASDAQ- -
USD
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Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- JPMorgan Trust I DE United States of America
- IPO Date
- Jul 2, 2012
- CIK
- 0001217286
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan SmartRetirement Blend Income Fund Class R5 (JIBBX) operates as a "fund of funds" within the JPMorgan family of mutual funds, seeking current income and some capital appreciation through diversified exposure to a range of asset classes; it invests primarily in underlying JPMorgan mutual funds and exchange-traded funds (ETFs), including both affiliated funds and passive ETFs managed by unaffiliated advisers, with a conservative emphasis on fixed income over equities and other investments to suit investors who are retired or nearing retirement. Core holdings encompass U.S. fixed income (approximately 41.6%), U.S. large cap equity (21.2%), international developed equity (10.0%), U.S. bond (46.70% as of recent data), non-U.S. stock (13.73%), high yield (6.6%), cash equivalents (5.0%-6.31%), inflation-managed fixed income (5.0%), emerging markets equity (3.7%), U.S. mid cap equity (2.8%), emerging markets debt (1.8%), U.S. small cap equity (1.6%), and REITs (0.8%), delivered via target asset allocation, strategy selection, and active adjustments by the Multi-Asset Solutions team. The fund, domiciled in the United States and available primarily to U.S. investors through defined contribution plans and retail channels, maintains total net assets of approximately $1.61 billion, a net expense ratio of 0.27%, and a portfolio turnover of 32%, managed by a seasoned team including Jeffrey Geller (since 2012), Daniel Oldroyd (since 2012), Ove Fladberg (since 2022), and Anshul Mohan (since 2023). Launched on July 2, 2012, it forms part of J.P. Morgan Asset Management's broader SmartRetirement Blend target-date series, categorized under Target-Date Retirement Income by Morningstar, with a Bronze Medalist Rating as of November 2024 and strong historical risk-adjusted performance (5 stars over 3- and 5-year periods as of September 30, 2025). In a significant recent development, on April 25, 2025, the JPMorgan SmartRetirement Blend 2020 Fund merged into JIBBX, enhancing its scale and aligning post-retirement glide paths across the series amid ongoing refinements like a 2% equity trim in 2024 for longer-dated funds and the 2021-22 incorporation of SmartSpending behavior research to optimize income sustainability through age 100.