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 EWL

70% FI Score
  • ewl
  • ETF
  • International Stocks
  • Other Region

iShares MSCI Switzerland ETF

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a Other Region International Stocks fund. See why »

Compare SMTAX vs PEOPX

70% FI Score
  • peopx
  • Mutual Fund
  • US Stocks
  • Large Blend

BNY Mellon S&P 500 Index Fund

Expenses: 0.50% (Better than 1% of similar funds)

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

Compare SMTAX vs FCDSX

70% FI Score
  • fcdsx
  • Mutual Fund
  • Bond
  • International

Fidelity® Series International Credit Fund

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

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

Compare SMTAX vs FCOM

70% FI Score
  • fcom
  • ETF
  • Sector Equity
  • Communication Services

Fidelity MSCI Communication Services Index ETF

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

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

Compare SMTAX vs FDIS

70% FI Score
  • fdis
  • ETF
  • Sector Equity
  • Consumer Cyclicals

Fidelity MSCI Consumer Discretionary Index ETF

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

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

Compare SMTAX vs SMLV

70% FI Score
  • smlv
  • ETF
  • US Stocks
  • Small Blend

SPDR SSGA US Small Cap Low Volatility Index ETF

Expenses: 0.12% (Better than 1% of similar funds)

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

Compare SMTAX vs HHMYX

70% FI Score
  • hhmyx
  • Mutual Fund
  • Bond
  • Municipal Bond

Hartford Municipal Opportunities Fund Class Y

Expenses: 0.45% (Better than 1% of similar funds)

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

Compare SMTAX vs FKIDX

70% FI Score
  • fkidx
  • Mutual Fund
  • International Stocks
  • Large Growth

Fidelity® Diversified International K6 Fund

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

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

Compare SMTAX vs HLIEX

70% FI Score
  • hliex
  • Mutual Fund
  • US Stocks
  • Large Value

JPMorgan Equity Income Fund Class I

Expenses: 0.73% (Better than 1% of similar funds)

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

Compare SMTAX vs FLGEX

70% FI Score
  • flgex
  • Mutual Fund
  • US Stocks
  • Large Growth

Fidelity® Large Cap Growth Enhanced Index Fund

Expenses: 0.39% (Better than 1% of similar funds)

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

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