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 DXELX

12% FI Score
  • dxelx
  • Mutual Fund
  • Alternative
  • Leveraged Equities

Direxion Monthly Emerging Markets Bull 2X Fund

Expenses: 1.37% (Better than 0% of similar funds)

This is a bad choice for a Leveraged Equities Alternative fund. See why »

Compare SMTAX vs RNHIX

12% FI Score
  • rnhix
  • Mutual Fund
  • Bond
  • High Yield Bond

RiverNorth/Oaktree High Income Fund Class I

Expenses: 1.35% (Better than 0% of similar funds)

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

Compare SMTAX vs RYWAX

12% FI Score
  • rywax
  • Mutual Fund
  • US Stocks
  • Small Growth

Rydex S&P SmallCap 600 Pure Growth Fund Class H

Expenses: 1.61% (Better than 0% of similar funds)

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

Compare SMTAX vs RYAVX

12% FI Score
  • ryavx
  • Mutual Fund
  • US Stocks
  • Small Value

Rydex S&P MidCap 400 Pure Value Fund Class H

Expenses: 1.62% (Better than 0% of similar funds)

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

Compare SMTAX vs RYHAX

12% FI Score
  • ryhax
  • Mutual Fund
  • Sector Equity
  • Healthcare

Rydex Health Care Fund Class H

Expenses: 1.73% (Better than 0% of similar funds)

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

Compare SMTAX vs RYMVX

12% FI Score
  • rymvx
  • Mutual Fund
  • US Stocks
  • Small Value

Rydex S&P MidCap 400 Pure Value Fund Class A

Expenses: 1.62% (Better than 0% of similar funds)

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

Compare SMTAX vs RYSAX

12% FI Score
  • rysax
  • Mutual Fund
  • Sector Equity
  • Technology

Rydex Electronics Fund Class H

Expenses: 1.68% (Better than 0% of similar funds)

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

Compare SMTAX vs RYISX

12% FI Score
  • ryisx
  • Mutual Fund
  • Alternatives
  • Short

Guggenheim Long Short Equity Fund Class C

Expenses: 2.50% (Better than 0% of similar funds)

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

Compare SMTAX vs ESIVX

12% FI Score
  • esivx
  • Mutual Fund
  • Bond
  • High Yield Bond

Wells Fargo International Bond Fund - Class C

Expenses: 1.78% (Better than 0% of similar funds)

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

Compare SMTAX vs KAMCX

12% FI Score
  • kamcx
  • Mutual Fund
  • Bond
  • High Yield Bond

Kensington Managed Income Fund Class C Shares

Expenses: 2.99% (Better than 0% of similar funds)

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

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