SMTAX : JPMorgan SmartRetirement® 2040 Fund Class A

SMTAX is a Allocation Market Target-Date with MODERATE fees.

SMTAX

JPMorgan SmartRetirement® 2040 Fund Class A

FI Score

65 /100

Expense Ratio Rating

5 /10

Expense Rating

6 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

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 »

Fund Summary

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is a "fund of funds" that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors expecting to retire around the year 2040 (target retirement date). It is designed to provide exposure to a variety of asset classes through investments in underlying funds, and over time the fund's asset allocation strategy will change.

Largest Holdings

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

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