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Jpmorgan Smartretirement® Blend 2040 Fund Class R6 (JOBYX)

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31.60 +0.05 +0.16%

09/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 2.73B

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JOBYX Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan SmartRetirement Blend 2040 R6 (JOBYX) fund. Our JPMorgan SmartRetirement Blend 2040 R6 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	3.90	3.90	0.00
Shares	76.95	76.96	0.01
Bonds	19.02	19.02	0.00
Convertible	0.01	0.01	0.00
Preferred	0.06	0.06	0.00
Other	0.06	0.06	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.17	17.10
Price to Book	2.52	2.55
Price to Sales	1.92	1.86
Price to Cash Flow	10.88	10.54
Dividend Yield	2.23	2.20
5 Years Earnings Growth	10.00	10.89

Sector Allocation

Name	Net %	Category Average
Technology	22.34	21.75
Financial Services	17.41	16.32
Industrials	10.81	11.35
Healthcare	10.56	11.61
Consumer Cyclical	10.55	10.94
Communication Services	7.54	7.01
Consumer Defensive	6.21	6.08
Real Estate	4.63	4.09
Energy	3.81	4.15
Basic Materials	3.38	3.94
Utilities	2.77	2.76

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 14

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
JPMorgan Equity Index R6	-	42.22	-	-
JPMorgan BetaBuilders Intl Eq ETF	-	19.71	-	-
JPMorgan Core Plus Bond R6	-	12.98	-	-
JPMorgan BetaBuilders US Mid Cap Eq ETF	-	4.57	-	-
JPMorgan Core Bond R6	-	4.33	-	-
JPMorgan BetaBuilders Emerging Mkt EqETF	-	3.67	-	-
JPMorgan Emerging Mkts Rsrch Enh Eq R6	-	3.67	-	-
JPMorgan BetaBuilders US Sml Cp Eq ETF	-	2.29	-	-
JPMorgan High Yield R6	-	2.23	-	-
JPMorgan BetaBuilders MSCI US REIT ETF	-	1.61	-	-

Top Bond Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Core Bond R6	23.97B	3.51	2.40	2.02
JPMorgan Core Bond Select	22.01B	3.46	2.23	1.84
JPMorgan Core Plus Bond R6	13.93B	3.25	2.65	2.19
JPMorgan Short Duration Bond R6	8.04B	2.38	4.14	2.18
JPMorgan Strategic Income Opps Sel	7.58B	1.27	4.20	2.80

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