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 NOBL

79% FI Score
  • nobl
  • ETF
  • US Stocks
  • Large Blend

ProShares S&P 500 Dividend Aristocrats ETF

Expenses: 0.35% (Better than 1% of similar funds)

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

Compare SMTAX vs AFTEX

79% FI Score
  • aftex
  • Mutual Fund
  • Bond
  • Municipal Bond

American Funds Tax-Exempt Bond Fund® Class A

Expenses: 0.52% (Better than 1% of similar funds)

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

Compare SMTAX vs VIHAX

79% FI Score
  • vihax
  • Mutual Fund
  • International Stocks
  • Large Value

Vanguard International High Dividend Yield Fund Admiral Shares

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a Large Value International Stocks fund. See why »

Compare SMTAX vs MBFIX

79% FI Score
  • mbfix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Wells Fargo Core Bond Fund - Class Inst

Expenses: 0.42% (Better than 1% of similar funds)

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

Compare SMTAX vs FSRNX

79% FI Score
  • fsrnx
  • Mutual Fund
  • Alternatives
  • Real Estate

Fidelity® Real Estate Index Fund

Expenses: 0.07% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why »

Compare SMTAX vs IAU

78% FI Score
  • iau
  • ETF
  • Commodities
  • Focused

iShares Gold Trust

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Focused Commodities fund. See why »

Compare SMTAX vs FPIOX

78% FI Score
  • fpiox
  • Mutual Fund
  • Bond
  • High Yield Bond

Strategic Advisers® Income Opportunities Fund

Expenses: 0.09% (Better than 1% of similar funds)

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

Compare SMTAX vs FSSFX

78% FI Score
  • fssfx
  • Mutual Fund
  • US Stocks
  • Small Blend

Fidelity Advisor® Series Small Cap Fund

Expenses: 0.01% (Better than 1% of similar funds)

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

Compare SMTAX vs ITBVX

78% FI Score
  • itbvx
  • Mutual Fund
  • Bond
  • Total US Bond Market

The Hartford Total Return Bond Fund Class R6

Expenses: 0.34% (Better than 1% of similar funds)

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

Compare SMTAX vs IWY

78% FI Score
  • iwy
  • ETF
  • US Stocks
  • Large Growth

iShares Russell Top 200 Growth ETF

Expenses: 0.20% (Better than 1% of similar funds)

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

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