| Amount | Holding |
|---|---|
| 35.25% | JPMorgan Equity Index R6 |
| 24.38% | iShares Core MSCI EAFE ETF |
| 8.26% | JPMorgan Emerging Mkts Rsrch Enh Eq R6 |
| 8.03% | JPMorgan Core Plus Bond R6 |
| 4.63% | JPMorgan BetaBuilders MSCI US REIT ETF |
| 4.38% | iShares Russell Mid-Cap ETF |
| 3.09% | iShares Russell 2000 ETF |
| 2.91% | JPMorgan Core Bond R6 |
| 2.51% | JPMorgan High Yield R6 |
| 0.68% | JPMorgan Emerging Markets Strat Dbt R6 |
Expense Ratio Rating
6 /10
Expense Rating
6 /10
Market Score
7 /10
Category Score
5 /10
Market Size
7 /10
$JOBEX Alternatives
61%
FI Score
- jobex
- Mutual Fund
- Allocation
- Target-Date
JPMorgan SmartRetirement® Blend 2040 Fund Class I
Expenses: 0.37% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »