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

Different Funds

We found 9,682 Allocation Target-Date funds. Here they are ordered by FI Score.

Compare SMTAX vs BSCIX

46% FI Score
  • bscix
  • Mutual Fund
  • Bond
  • Municipal Bond

Sterling Capital South Carolina Intermediate Tax Free Fund Institutional Shares

Expenses: 0.56% (Better than 1% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

Compare SMTAX vs BUFTX

46% FI Score
  • buftx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Buffalo Discovery Fund

Expenses: 1.01% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why »

Compare SMTAX vs MDDCX

46% FI Score
  • mddcx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

BlackRock Emerging Markets Fund, Inc. Investor A Shares

Expenses: 1.22% (Better than 1% of similar funds)

This is a bad choice for a Emerging Markets International Stocks fund. See why »

Compare SMTAX vs MERFX

46% FI Score
  • merfx
  • Mutual Fund
  • Alternatives
  • Neutral

The Merger Fund® Investor Class

Expenses: 2.01% (Better than 0% of similar funds)

This is a bad choice for a Neutral Alternatives fund. See why »

Compare SMTAX vs GDIAX

46% FI Score
  • gdiax
  • Mutual Fund
  • Bond
  • High Yield Bond

Goldman Sachs Short Duration Income Fund Class A

Expenses: 0.79% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare SMTAX vs ACTFX

46% FI Score
  • actfx
  • Mutual Fund
  • Bond
  • Municipal Bond

Invesco High Yield Municipal Fund Class C

Expenses: 1.88% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

Compare SMTAX vs CZA

46% FI Score
  • cza
  • ETF
  • US Stocks
  • Mid-Cap Blend

Invesco Zacks Mid-Cap ETF

Expenses: 0.76% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »

Compare SMTAX vs BMDSX

46% FI Score
  • bmdsx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Baird MidCap Fund Investor Class

Expenses: 1.07% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why »

Compare SMTAX vs GABIX

46% FI Score
  • gabix
  • Mutual Fund
  • US Stocks
  • Large Blend

Gabelli Asset Fund Class I

Expenses: 1.11% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare SMTAX vs HQBSX

46% FI Score
  • hqbsx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Hartford Quality Bond Fund Class R4

Expenses: 0.61% (Better than 1% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

Compare SMTAX vs EILGX

46% FI Score
  • eilgx
  • Mutual Fund
  • US Stocks
  • Large Growth

Eaton Vance-Atlanta Capital Focused Growth Fund Class I

Expenses: 0.82% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Compare SMTAX vs LRSCX

46% FI Score
  • lrscx
  • Mutual Fund
  • US Stocks
  • Small Value

Lord Abbett Small Cap Value Fund Class A

Expenses: 1.20% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare SMTAX vs CFGRX

46% FI Score
  • cfgrx
  • Mutual Fund
  • US Stocks
  • Large Growth

Commerce Growth Fund

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Compare SMTAX vs JTUAX

46% FI Score
  • jtuax
  • Mutual Fund
  • US Stocks
  • Small Blend

JPMorgan U.S. Small Company Fund Class A

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

Compare SMTAX vs FAFRX

46% FI Score
  • fafrx
  • Mutual Fund
  • Bond
  • High Yield Bond

Franklin Floating Rate Daily Access Fund Class A

Expenses: 0.86% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare SMTAX vs FCAHX

46% FI Score
  • fcahx
  • Mutual Fund
  • Bond
  • Municipal Bond

Franklin California High Yield Municipal Fund Class C

Expenses: 1.23% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

Compare SMTAX vs GTDDX

46% FI Score
  • gtddx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

Invesco Developing Markets Fund Class A

Expenses: 1.37% (Better than 0% of similar funds)

This is a bad choice for a Emerging Markets International Stocks fund. See why »

Compare SMTAX vs FDFAX

46% FI Score
  • fdfax
  • Mutual Fund
  • Sector Equity
  • Consumer Defensive

Fidelity® Select Consumer Staples Portfolio

Expenses: 0.75% (Better than 0% of similar funds)

This is a bad choice for a Consumer Defensive Sector Equity fund. See why »

Compare SMTAX vs FDHY

46% FI Score
  • fdhy
  • ETF
  • Bond
  • High Yield Bond

Fidelity High Yield Factor ETF

Expenses: 0.45% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare SMTAX vs FHTIX

46% FI Score
  • fhtix
  • Mutual Fund
  • Bond
  • High Yield Bond

Federated High Yield Trust Institutional Shares

Expenses: 0.72% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

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