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 VEA

94% FI Score
  • vea
  • ETF
  • International Stocks
  • Large Blend

Vanguard FTSE Developed Markets Index Fund ETF Shares

Expenses: 0.05% (Better than 1% of similar funds)

This is a great choice for a Large Blend International Stocks fund. See why »

Compare SMTAX vs SNXFX

94% FI Score
  • snxfx
  • Mutual Fund
  • US Stocks
  • Large Blend

Schwab 1000 Index® Fund

Expenses: 0.05% (Better than 1% of similar funds)

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

Compare SMTAX vs VBMFX

94% FI Score
  • vbmfx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Vanguard Total Bond Market Index Fund Investor Shares

Expenses: 0.15% (Better than 1% of similar funds)

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

Compare SMTAX vs VTSMX

94% FI Score
  • vtsmx
  • Mutual Fund
  • US Stocks
  • Large Blend

Vanguard Total Stock Market Index Fund Investor Shares

Expenses: 0.14% (Better than 1% of similar funds)

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

Compare SMTAX vs BNDX

94% FI Score
  • bndx
  • ETF
  • Bond
  • International

Vanguard Total International Bond Index Fund ETF Shares

Expenses: 0.08% (Better than 1% of similar funds)

This is a great choice for a International Bond fund. See why »

Compare SMTAX vs VV

94% FI Score
  • vv
  • ETF
  • US Stocks
  • Large Blend

Vanguard Large-Cap Index Fund ETF Shares

Expenses: 0.04% (Better than 1% of similar funds)

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

Compare SMTAX vs VTEB

94% FI Score
  • vteb
  • ETF
  • Bond
  • Municipal Bond

Vanguard Tax-Exempt Bond Index Fund ETF Shares

Expenses: 0.06% (Better than 1% of similar funds)

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

Compare SMTAX vs VTIP

94% FI Score
  • vtip
  • ETF
  • Bond
  • Government Bond

Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares

Expenses: 0.05% (Better than 1% of similar funds)

This is a great choice for a Government Bond Bond fund. See why »

Compare SMTAX vs VFINX

94% FI Score
  • vfinx
  • Mutual Fund
  • US Stocks
  • Large Blend

Vanguard 500 Index Fund Investor Shares

Expenses: 0.14% (Better than 1% of similar funds)

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

Compare SMTAX vs VFWAX

94% FI Score
  • vfwax
  • Mutual Fund
  • International Stocks
  • Large Blend

Vanguard FTSE All-World ex-US Index Fund Admiral Shares

Expenses: 0.11% (Better than 1% of similar funds)

This is a great choice for a Large Blend International Stocks fund. See why »

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