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 VUBFX

73% FI Score
  • vubfx
  • Mutual Fund
  • Alternative
  • Short

Vanguard Ultra-Short-Term Bond Fund Investor Shares

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

This is an OK choice for a Short Alternative fund. See why »

Compare SMTAX vs EMLC

73% FI Score
  • emlc
  • ETF
  • Bond
  • High Yield Bond

VanEck Vectors J.P. Morgan EM Local Currency Bond ETF

Expenses: 0.30% (Better than 1% of similar funds)

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

Compare SMTAX vs PRFDX

73% FI Score
  • prfdx
  • Mutual Fund
  • US Stocks
  • Large Value

T. Rowe Price Equity Income Fund

Expenses: 0.64% (Better than 1% of similar funds)

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

Compare SMTAX vs OIH

73% FI Score
  • oih
  • ETF
  • Sector Equity
  • Energy

VanEck Vectors Oil Services ETF

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

This is an OK choice for a Energy Sector Equity fund. See why »

Compare SMTAX vs DLN

73% FI Score
  • dln
  • ETF
  • US Stocks
  • Large Value

WisdomTree U.S. LargeCap Dividend Fund

Expenses: 0.28% (Better than 1% of similar funds)

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

Compare SMTAX vs EFG

73% FI Score
  • efg
  • ETF
  • International Stocks
  • Large Growth

iShares MSCI EAFE Growth ETF

Expenses: 0.40% (Better than 1% of similar funds)

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

Compare SMTAX vs MCBIX

73% FI Score
  • mcbix
  • Mutual Fund
  • Bond
  • Total US Bond Market

BMO Core Plus Bond Fund Class I

Expenses: 0.33% (Better than 1% of similar funds)

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

Compare SMTAX vs FGKPX

73% FI Score
  • fgkpx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

Fidelity® SAI Emerging Markets Low Volatility Index Fund

Expenses: 0.26% (Better than 1% of similar funds)

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

Compare SMTAX vs FHOFX

73% FI Score
  • fhofx
  • Mutual Fund
  • US Stocks
  • Large Growth

Fidelity® Series Large Cap Growth Index Fund

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

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

Compare SMTAX vs HFXI

73% FI Score
  • hfxi
  • ETF
  • International Stocks
  • Large Blend

IQ 50 Percent Hedged FTSE International ETF

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

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

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