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 MSENX

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

Litman Gregory Masters Equity Fund Investor Class

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

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

Compare SMTAX vs AMEIX

71% FI Score
  • ameix
  • Mutual Fund
  • US Stocks
  • Large Blend

American Century Equity Growth Fund I Class

Expenses: 0.47% (Better than 1% of similar funds)

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

Compare SMTAX vs ONEQ

71% FI Score
  • oneq
  • ETF
  • US Stocks
  • Large Growth

Fidelity NASDAQ Composite Index Tracking Stock Fund

Expenses: 0.21% (Better than 1% of similar funds)

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

Compare SMTAX vs BDSIX

71% FI Score
  • bdsix
  • Mutual Fund
  • US Stocks
  • Small Blend

BlackRock Advantage Small Cap Core Fund Institutional Shares

Expenses: 0.49% (Better than 1% of similar funds)

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

Compare SMTAX vs BDOAX

71% FI Score
  • bdoax
  • Mutual Fund
  • International Stocks
  • Large Blend

iShares MSCI Total International Index Fund Investor A Shares

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

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

Compare SMTAX vs WIPIX

70% FI Score
  • wipix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Wells Fargo Core Plus Bond Fund Class Institutional

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

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

Compare SMTAX vs PRNHX

70% FI Score
  • prnhx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

T. Rowe Price New Horizons Fund

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

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

Compare SMTAX vs PRDSX

70% FI Score
  • prdsx
  • Mutual Fund
  • US Stocks
  • Small Growth

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund

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

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

Compare SMTAX vs SIVR

70% FI Score
  • sivr
  • ETF
  • Commodities
  • Focused

Aberdeen Standard Physical Silver Shares ETF

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

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

Compare SMTAX vs SLYG

70% FI Score
  • slyg
  • ETF
  • US Stocks
  • Small Growth

SPDR S&P 600 Small Cap Growth ETF

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

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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo