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 MCRDX

18% FI Score
  • mcrdx
  • Mutual Fund
  • Bond
  • High Yield Bond

Matthews Asia Credit Opportunities Fund Investor Class Shares

Expenses: 1.12% (Better than 0% of similar funds)

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

Compare SMTAX vs MGHAX

18% FI Score
  • mghax
  • Mutual Fund
  • Bond
  • High Yield Bond

MainStay Candriam Emerging Markets Debt Fund Class A

Expenses: 1.23% (Better than 0% of similar funds)

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

Compare SMTAX vs NWUCX

18% FI Score
  • nwucx
  • Mutual Fund
  • US Stocks
  • Small Value

Nationwide U.S. Small Cap Value Fund Class C

Expenses: 2.12% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare SMTAX vs NASBX

18% FI Score
  • nasbx
  • Mutual Fund
  • Bond
  • Government Bond

AIG U.S. Government Securities Fund Class C

Expenses: 1.64% (Better than 0% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

Compare SMTAX vs NSMAX

18% FI Score
  • nsmax
  • Mutual Fund
  • US Stocks
  • Small Blend

Nuveen NWQ Small/Mid Cap Value Fund Class A

Expenses: 1.31% (Better than 0% of similar funds)

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

Compare SMTAX vs PFCCX

18% FI Score
  • pfccx
  • Mutual Fund
  • US Stocks
  • Large Blend

Pacific Funds Large-Cap Class C

Expenses: 1.67% (Better than 0% of similar funds)

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

Compare SMTAX vs PGGLX

18% FI Score
  • pgglx
  • Mutual Fund
  • Bond
  • High Yield Bond

Putnam Global Income Trust Class C

Expenses: 1.97% (Better than 0% of similar funds)

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

Compare SMTAX vs ADMZX

18% FI Score
  • admzx
  • Mutual Fund
  • Alternatives
  • Short

361 Domestic Long/Short Equity Fund Class I

Expenses: 2.54% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why »

Compare SMTAX vs ADNPX

18% FI Score
  • adnpx
  • Mutual Fund
  • Sector Equity
  • Healthcare

American Beacon ARK Transformational Innovation Fund Investor Class

Expenses: 1.38% (Better than 0% of similar funds)

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

Compare SMTAX vs PHCHX

18% FI Score
  • phchx
  • Mutual Fund
  • Bond
  • High Yield Bond

Virtus Newfleet High Yield Fund Class A

Expenses: 0.99% (Better than 0% of similar funds)

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

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