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 FDSAX

52% FI Score
  • fdsax
  • Mutual Fund
  • US Stocks
  • Large Value

AIG Focused Dividend Strategy Fund Class A

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

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

Compare SMTSX vs NBSRX

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

Neuberger Berman Sustainable Equity Fund Investor Class

Expenses: 0.86% (Better than 1% of similar funds)

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

Compare SMTSX vs FDD

52% FI Score
  • fdd
  • ETF
  • International Stocks
  • Europe Stock

First Trust STOXX European Select Dividend Index Fund

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

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

Compare SMTSX vs UITBX

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

USAA Intermediate-Term Bond Fund Adviser Shares

Expenses: 0.93% (Better than 0% of similar funds)

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

Compare SMTSX vs DFLEX

52% FI Score
  • dflex
  • Mutual Fund
  • Bond
  • High Yield Bond

DoubleLine Flexible Income Fund Class I

Expenses: 0.69% (Better than 1% of similar funds)

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

Compare SMTSX vs DGAGX

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

BNY Mellon Appreciation Fund, Inc. - Investor Shares

Expenses: 0.89% (Better than 0% of similar funds)

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

Compare SMTSX vs DBEM

52% FI Score
  • dbem
  • ETF
  • International Stocks
  • Emerging Markets

Xtrackers MSCI Emerging Markets Hedged Equity ETF

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

This is an OK choice for a Emerging Markets International Stocks fund. See why »

Compare SMTSX vs EAASX

52% FI Score
  • eaasx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Eaton Vance Atlanta Capital SMID-Cap Fund Class A

Expenses: 1.17% (Better than 0% of similar funds)

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

Compare SMTSX 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 SMTSX 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 SMTSX vs ORSTX

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

Invesco Oppenheimer Short Term Municipal Fund Class A

Expenses: 0.82% (Better than 0% of similar funds)

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

Compare SMTSX vs EMSG

52% FI Score
  • emsg
  • ETF
  • International Stocks
  • Emerging Markets

Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF

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

This is an OK choice for a Emerging Markets International Stocks fund. See why »

Compare SMTSX vs IQDG

52% FI Score
  • iqdg
  • ETF
  • International Stocks
  • Large Growth

WisdomTree International Quality Dividend Growth Fund

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

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

Compare SMTSX vs SCIEX

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

Hartford Schroders International Stock Fund Class I

Expenses: 0.83% (Better than 1% of similar funds)

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

Compare SMTSX vs TRWAX

52% FI Score
  • trwax
  • Mutual Fund
  • International Stocks
  • Large Value

Transamerica International Equity A

Expenses: 1.25% (Better than 0% of similar funds)

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

Compare SMTSX vs SBBIX

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

Schroder Total Return Fixed Income Fund Class Investor

Expenses: 0.40% (Better than 1% of similar funds)

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

Compare SMTSX vs SELCX

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

SEI Institutional Managed Trust Large Cap Growth Fund Class F

Expenses: 0.89% (Better than 1% of similar funds)

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

Compare SMTSX vs DBMAX

52% FI Score
  • dbmax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

BNY Mellon Small/Mid Cap Growth Fund Class A

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

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

Compare SMTSX 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 SMTSX 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 »

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