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 IXJ

71% FI Score
  • ixj
  • ETF
  • Sector Equity
  • Healthcare

iShares Global Healthcare ETF

Expenses: 0.46% (Better than 1% of similar funds)

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

Compare SMTAX vs RPMGX

71% FI Score
  • rpmgx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

T. Rowe Price Mid-Cap Growth Fund

Expenses: 0.74% (Better than 1% of similar funds)

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

Compare SMTAX vs SBLYX

71% FI Score
  • sblyx
  • Mutual Fund
  • US Stocks
  • Large Growth

ClearBridge Large Cap Growth Fund Class I

Expenses: 0.74% (Better than 1% of similar funds)

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

Compare SMTAX vs XSLV

71% FI Score
  • xslv
  • ETF
  • US Stocks
  • Small Blend

Invesco S&P SmallCap Low Volatility ETF

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

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

Compare SMTAX vs DBLSX

71% FI Score
  • dblsx
  • Mutual Fund
  • Bond
  • High Yield Bond

DoubleLine Low Duration Bond Fund Class I

Expenses: 0.41% (Better than 1% of similar funds)

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

Compare SMTAX vs LTEBX

71% FI Score
  • ltebx
  • Mutual Fund
  • Bond
  • Municipal Bond

American Funds Limited Term Tax Exempt Bond Fund® Class A

Expenses: 0.59% (Better than 1% of similar funds)

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

Compare SMTAX vs EEM

71% FI Score
  • eem
  • ETF
  • International Stocks
  • Emerging Markets

iShares MSCI Emerging Markets ETF

Expenses: 0.68% (Better than 1% of similar funds)

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

Compare SMTAX vs FDCAX

71% FI Score
  • fdcax
  • Mutual Fund
  • US Stocks
  • Large Growth

Fidelity® Capital Appreciation Fund

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

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

Compare SMTAX vs FEQIX

71% FI Score
  • feqix
  • Mutual Fund
  • US Stocks
  • Large Value

Fidelity® Equity-Income Fund

Expenses: 0.60% (Better than 1% of similar funds)

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

Compare SMTAX vs FEQTX

71% FI Score
  • feqtx
  • Mutual Fund
  • US Stocks
  • Large Value

Fidelity® Equity Dividend Income Fund

Expenses: 0.60% (Better than 1% of similar funds)

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

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