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 EALDX

54% FI Score
  • ealdx
  • Mutual Fund
  • Bond
  • Government Bond

Eaton Vance Short Duration Government Income Fund Class A

Expenses: 0.85% (Better than 0% of similar funds)

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

Compare SMTSX vs RRRRX

54% FI Score
  • rrrrx
  • Mutual Fund
  • Alternatives
  • Real Estate

DWS RREEF Real Estate Securities Fund - Class Instl

Expenses: 0.63% (Better than 1% of similar funds)

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

Compare SMTSX vs IBDU

54% FI Score
  • ibdu
  • ETF
  • Bond
  • High Yield Bond

iShares iBonds Dec 2029 Term Corporate ETF

Expenses: 0.10% (Better than 1% of similar funds)

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

Compare SMTSX vs CFNLX

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

Commerce National Tax Free Intermediate Bond Fund

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

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

Compare SMTSX vs FSSMX

54% FI Score
  • fssmx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Fidelity® Stock Selector Mid Cap Fund

Expenses: 0.94% (Better than 1% of similar funds)

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

Compare SMTSX vs HSWTX

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

Hartford Schroders International Stock Fund Class R5

Expenses: 0.78% (Better than 1% of similar funds)

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

Compare SMTSX vs HEEM

54% FI Score
  • heem
  • ETF
  • International Stocks
  • Emerging Markets

iShares Currency Hedged MSCI Emerging Markets ETF

Expenses: 0.68% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks 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 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 SFREX

54% FI Score
  • sfrex
  • Mutual Fund
  • Sector Equity
  • Real Estate

Schwab Fundamental Global Real Estate Index Fund

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

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

Compare SMTSX vs AAIPX

54% FI Score
  • aaipx
  • Mutual Fund
  • International Stocks
  • Large Value

American Beacon International Equity Fund Investor Class

Expenses: 1.05% (Better than 0% of similar funds)

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

Compare SMTSX vs ACCTX

54% FI Score
  • acctx
  • Mutual Fund
  • Bond
  • Total US Bond Market

American Century Core Plus Fund I Class

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

This is an OK choice for a Total US Bond Market 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 MSIQX

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

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

Expenses: 0.95% (Better than 1% of similar funds)

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

Compare SMTSX vs MPLIX

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

Praxis International Index Fund Class I

Expenses: 0.64% (Better than 1% of similar funds)

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

Compare SMTSX vs GILPX

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

Guggenheim Limited Duration Fund Class P

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

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

Compare SMTSX vs FRFTX

53% FI Score
  • frftx
  • Mutual Fund
  • Bond
  • Municipal Bond

Franklin Federal Tax Free Income Fund Class C

Expenses: 1.18% (Better than 0% of similar funds)

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

Compare SMTSX vs TOBIX

53% FI Score
  • tobix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Touchstone Active Bond Fund Class Institutional

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

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

Compare SMTSX vs CN

53% FI Score
  • cn
  • ETF
  • International Stocks
  • China Stock

Xtrackers MSCI All China Equity ETF

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

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

Compare SMTSX vs BIMFX

53% FI Score
  • bimfx
  • Mutual Fund
  • US Stocks
  • Large Value

iShares Edge MSCI Multifactor USA Index Fund Institutional Shares

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

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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2025   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo