SMTCX : JPMorgan SmartRetirement® 2040 Fund Class C

SMTCX is a Allocation Market Target-Date with HIGH fees.

SMTCX

JPMorgan SmartRetirement® 2040 Fund Class C

FI Score

43 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /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 SMTCX vs GSTCX

52% FI Score
  • gstcx
  • Mutual Fund
  • Bond
  • Municipal Bond

Goldman Sachs Short Duration Tax-Free Fund Class C

Expenses: 1.08% (Better than 0% of similar funds)

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

Compare SMTCX vs PIGFX

52% FI Score
  • pigfx
  • Mutual Fund
  • US Stocks
  • Large Growth

Pioneer Fundamental Growth Fund Class A

Expenses: 1.09% (Better than 0% of similar funds)

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

Compare SMTCX vs GIYIX

52% FI Score
  • giyix
  • Mutual Fund
  • Alternative
  • Short

Guggenheim Ultra Short Duration Fund Institutional

Expenses: 0.29% (Better than 1% of similar funds)

This is an OK choice for a Short Alternative fund. See why »

Compare SMTCX vs IIF

52% FI Score
  • iif
  • Mutual Fund
  • International Stocks
  • India Stock

MS India Investment Fund

Expenses: 1.28% (Better than 0% of similar funds)

This is an OK choice for a India Stock International Stocks fund. See why »

Compare SMTCX vs MCHQX

52% FI Score
  • mchqx
  • Mutual Fund
  • Bond
  • Total US Bond Market

BlackRock Total Return Fund Investor C1 Shares

Expenses: 1.32% (Better than 0% of similar funds)

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

Compare SMTCX vs NHMCX

52% FI Score
  • nhmcx
  • Mutual Fund
  • Bond
  • Municipal Bond

Nuveen High Yield Municipal Bond Fund Class C2

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

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

Compare SMTCX vs MFHQX

52% FI Score
  • mfhqx
  • Mutual Fund
  • Bond
  • Total US Bond Market

BlackRock Total Return Fund Investor C Shares

Expenses: 1.44% (Better than 0% of similar funds)

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

Compare SMTCX vs FSGTX

52% FI Score
  • fsgtx
  • Mutual Fund
  • Bond
  • Government Bond

Federated U.S. Government Securities Fund 1-3 Years Class Y Shares

Expenses: 0.36% (Better than 1% of similar funds)

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

Compare SMTCX vs NOAZX

52% FI Score
  • noazx
  • Mutual Fund
  • Bond
  • Municipal Bond

Northern Arizona Tax-Exempt Fund

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

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

Compare SMTCX vs LMTAX

52% FI Score
  • lmtax
  • Mutual Fund
  • Bond
  • Government Bond

Invesco Short Duration Inflation Protected Fund Class A

Expenses: 0.55% (Better than 1% of similar funds)

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

Compare SMTCX vs LZIOX

52% FI Score
  • lziox
  • Mutual Fund
  • International Stocks
  • Large Blend

Lazard International Equity Portfolio Open Shares

Expenses: 1.07% (Better than 0% of similar funds)

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

Compare SMTCX vs PARWX

52% FI Score
  • parwx
  • Mutual Fund
  • US Stocks
  • Large Blend

Parnassus Endeavor Fund Investor Shares

Expenses: 0.95% (Better than 0% of similar funds)

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

Compare SMTCX vs PIOTX

51% FI Score
  • piotx
  • Mutual Fund
  • US Stocks
  • Large Blend

Pioneer Core Equity Fund Class A

Expenses: 0.90% (Better than 0% of similar funds)

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

Compare SMTCX vs RAVI

51% FI Score
  • ravi
  • ETF
  • Alternative
  • Short

FlexShares Ready Access Variable Income Fund

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

This is an OK choice for a Short Alternative fund. See why »

Compare SMTCX vs PLFDX

51% FI Score
  • plfdx
  • Mutual Fund
  • Bond
  • High Yield Bond

Pacific Funds Floating Rate Income Fund Advisor Class

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

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

Compare SMTCX vs PMBAX

51% FI Score
  • pmbax
  • Mutual Fund
  • Bond
  • Municipal Bond

JPMorgan Tax Free Bond Fund Class A

Expenses: 0.67% (Better than 1% of similar funds)

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

Compare SMTCX vs PMOM

51% FI Score
  • pmom
  • ETF
  • US Stocks
  • Large Growth

Principal Sustainable Momentum Index ETF

Expenses: 0.29% (Better than 1% of similar funds)

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

Compare SMTCX vs MIBDX

51% FI Score
  • mibdx
  • Mutual Fund
  • Bond
  • Total US Bond Market

BNY Mellon Bond Fund Class Investor

Expenses: 0.80% (Better than 0% of similar funds)

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

Compare SMTCX vs PTEIX

51% FI Score
  • pteix
  • Mutual Fund
  • Bond
  • Municipal Bond

Putnam New York Tax Exempt Income Fund Class A

Expenses: 0.75% (Better than 1% of similar funds)

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

Compare SMTCX vs STWLX

51% FI Score
  • stwlx
  • Mutual Fund
  • Bond
  • High Yield Bond

Schroder Long Duration Investment-Grade Bond Fund Investor Shares

Expenses: 0.32% (Better than 1% of similar funds)

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

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