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Jpmcb Smartretirement® Passive Blend 2055-cf (0P0000Z4AC)

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47.840 +0.750    +1.59%
22/08 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 615.14M
JPMCB SmartRetirement Pasv Blnd 2055-CF 47.840 +0.750 +1.59%

0P0000Z4AC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the JPMCB SmartRetirement Pasv Blnd 2055-CF (0P0000Z4AC) fund. Our JPMCB SmartRetirement Pasv Blnd 2055-CF portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.600 2.640 0.040
Shares 89.710 89.710 0.000
Bonds 7.590 7.590 0.000
Preferred 0.020 0.020 0.000
Other 0.070 0.070 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.846 18.283
Price to Book 2.713 2.801
Price to Sales 2.049 2.041
Price to Cash Flow 11.742 11.495
Dividend Yield 2.173 1.991
5 Years Earnings Growth 8.983 10.386

Sector Allocation

Name  Net % Category Average
Technology 24.740 23.554
Financial Services 17.140 16.428
Industrials 11.390 11.490
Consumer Cyclical 10.370 10.963
Healthcare 9.230 11.185
Communication Services 7.900 7.481
Consumer Defensive 5.800 5.809
Real Estate 4.390 3.143
Energy 3.240 3.731
Basic Materials 3.190 3.771
Utilities 2.620 2.448

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 1

Name ISIN Weight % Last Change %
JPMCB Equity Index Fund Inv - 49.08 - -
JPMCB EAFE Equity Index Investment - 22.86 - -
JPMCB Mid Cap Equity Index Investment - 5.38 - -
JPMCB Core Plus Bond Inv - 4.64 - -
JPMCB Emerging Markets Research Enh Eq - 4.28 - -
Emerg Mrkt Eq Ind Fd-Invest Cl - 4.28 - -
JPMCB Small Cap Equity Index Investment - 2.89 - -
JPMCB U.S. REIT Index - 1.76 - -
JPMCB Core Bond Fund Inv - 1.55 - -
JPMCB High Yield Fund Inv - 1.37 - -

Top Bond Funds by JPMorgan Chase Bank NA

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMCB SmartRetirement DRE 2035 Fund 206.79M 0.39 6.87 6.94
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