SMTSX : JPMorgan SmartRetirement® 2040 Fund Class I

SMTSX is a Allocation Market Target-Date with MODERATE fees.

SMTSX

JPMorgan SmartRetirement® 2040 Fund Class I

FI Score

76 /100

Expense Ratio Rating

8 /10

Expense Rating

8 /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 SMTSX vs MFAIX

54% FI Score
  • mfaix
  • Mutual Fund
  • International Stocks
  • Large Growth

Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio Class I

Expenses: 0.98% (Better than 1% of similar funds)

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

Compare SMTSX vs HYI

54% FI Score
  • hyi
  • Mutual Fund
  • Bond
  • High Yield Bond

Western Asset High Yield Defined Opportunity Fund

Expenses: 0.88% (Better than 1% of similar funds)

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

Compare SMTSX vs BBINX

54% FI Score
  • bbinx
  • Mutual Fund
  • Bond
  • Municipal Bond

BBH Intermediate Municipal Bond Fund Class N

Expenses: 0.65% (Better than 1% of similar funds)

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

Compare SMTSX vs COMB

54% FI Score
  • comb
  • ETF
  • Commodities
  • Broad

GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF

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

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

Compare SMTSX vs FSLSX

54% FI Score
  • fslsx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Fidelity® Value Strategies Fund

Expenses: 0.74% (Better than 1% of similar funds)

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

Compare SMTSX vs THIFX

54% FI Score
  • thifx
  • Mutual Fund
  • Bond
  • High Yield Bond

Thornburg Limited Term Income Fund Class A

Expenses: 0.81% (Better than 1% of similar funds)

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

Compare SMTSX vs FBCVX

54% FI Score
  • fbcvx
  • Mutual Fund
  • US Stocks
  • Large Value

Fidelity® Blue Chip Value Fund

Expenses: 0.65% (Better than 1% of similar funds)

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

Compare SMTSX vs ARTKX

54% FI Score
  • artkx
  • Mutual Fund
  • International Stocks
  • Large Blend

Artisan International Value Fund Investor Class

Expenses: 1.19% (Better than 0% of similar funds)

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

Compare SMTSX vs SINAX

54% FI Score
  • sinax
  • Mutual Fund
  • US Stocks
  • Large Value

ClearBridge Large Cap Value Fund Class A

Expenses: 0.87% (Better than 1% of similar funds)

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

Compare SMTSX vs EWJE

54% FI Score
  • ewje
  • ETF
  • International Stocks
  • Japan Stock

iShares MSCI Japan Equal Weighted ETF

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

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

Compare SMTSX vs EVSYX

54% FI Score
  • evsyx
  • Mutual Fund
  • US Stocks
  • Large Blend

Wells Fargo Disciplined U.S. Core Fund - Class Admin

Expenses: 0.74% (Better than 1% of similar funds)

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

Compare SMTSX vs EZM

54% FI Score
  • ezm
  • ETF
  • US Stocks
  • Mid-Cap Blend

WisdomTree U.S. MidCap Earnings Fund

Expenses: 0.38% (Better than 1% of similar funds)

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

Compare SMTSX vs AICCX

54% FI Score
  • aiccx
  • Mutual Fund
  • US Stocks
  • Large Blend

American Funds Investment Company of America® Class C

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

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

Compare SMTSX vs MBSD

54% FI Score
  • mbsd
  • ETF
  • Bond
  • Government Bond

FlexShares Disciplined Duration MBS Index Fund

Expenses: 0.20% (Better than 1% of similar funds)

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

Compare SMTSX vs OILU

54% FI Score
  • oilu
  • ETF
  • Commodities
  • Focused

ProShares UltraPro 3x Crude Oil ETF

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

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

Compare SMTSX vs BHYSX

54% FI Score
  • bhysx
  • Mutual Fund
  • Bond
  • High Yield Bond

BlackRock High Yield Bond Portfolio Service Shares

Expenses: 0.87% (Better than 1% of similar funds)

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

Compare SMTSX vs DRW

54% FI Score
  • drw
  • ETF
  • Sector Equity
  • Real Estate

WisdomTree Global ex-US Real Estate Fund

Expenses: 0.58% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Sector Equity fund. See why »

Compare SMTSX vs CDHAX

54% FI Score
  • cdhax
  • Mutual Fund
  • International Stocks
  • Large Blend

Calvert International Responsible Index Fund Class A

Expenses: 0.57% (Better than 1% of similar funds)

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

Compare SMTSX vs SPFIX

54% FI Score
  • spfix
  • Mutual Fund
  • US Stocks
  • Large Blend

Shelton Capital Management S&P 500 Index Fund Direct Shares

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

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

Compare SMTSX vs VFMV

54% FI Score
  • vfmv
  • ETF
  • US Stocks
  • Mid-Cap Blend

Vanguard U.S. Minimum Volatility ETF ETF Shares

Expenses: 0.13% (Better than 1% of similar funds)

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

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