| Amount | Holding |
|---|---|
| 12.34% | JPMorgan Value Advantage R6 |
| 10.75% | JPMorgan US Equity R6 |
| 10.16% | JPMorgan International Focus R6 |
| 9.39% | JPMorgan Growth Advantage R6 |
| 9.24% | JPMorgan International Rsrch Enh Eq R6 |
| 8.60% | JPMorgan Core Plus Bond R6 |
| 8.46% | JPMorgan US Research Enhanced Equity R6 |
| 8.15% | JPMorgan Emerging Mkts Rsrch Enh Eq R6 |
| 5.37% | JPMorgan International Advantage R6 |
| 3.62% | JPMorgan Realty Income R6 |
| 2.87% | JPMorgan Core Bond R6 |
| 2.58% | JPMorgan High Yield R6 |
| 1.14% | JPMorgan BetaBuilders MSCI US REIT ETF |
| 1.05% | JPMorgan Small Cap Equity R6 |
| 0.74% | JPMorgan Emerging Markets Strat Dbt R6 |
| 0.59% | JPMorgan Emerging Markets Debt R6 |
| 0.53% | JPMorgan Small Cap Value R6 |
| 0.52% | JPMorgan Small Cap Growth R6 |
| 0.48% | JPMorgan Corporate Bond R6 |
| 0.06% | JPMorgan Managed Income L |
Expense Ratio Rating
5 /10
Expense Rating
6 /10
Market Score
8 /10
Category Score
5 /10
Market Size
8 /10
$SMTAX Alternatives
65%
FI Score
- smtax
- Mutual Fund
- Allocation
- Target-Date
JPMorgan SmartRetirement® 2040 Fund Class A
Expenses: 0.39% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »