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 PNOPX

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

Putnam Sustainable Leaders Fund Class A

Expenses: 1.04% (Better than 0% of similar funds)

This is an OK choice for a Large 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 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 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 MVTIX

52% FI Score
  • mvtix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Transamerica Mid Cap Value Opportunities I

Expenses: 0.84% (Better than 1% of similar funds)

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

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 HFLTX

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

Hartford Floating Rate Fund Class R5

Expenses: 0.77% (Better than 1% of similar funds)

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

Compare SMTSX vs TBGVX

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

Tweedy, Browne Global Value Fund

Expenses: 1.36% (Better than 0% of similar funds)

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

Compare SMTSX vs UYG

52% FI Score
  • uyg
  • ETF
  • Alternative
  • Leveraged Equities

ProShares Ultra Financials

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

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

Compare SMTSX vs MVCAX

52% FI Score
  • mvcax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

MFS Mid Cap Value Fund Class A

Expenses: 1.06% (Better than 1% of similar funds)

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

Compare SMTSX vs MKTBX

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

MainStay MacKay Tax Free Bond Fund Class B

Expenses: 1.02% (Better than 0% of similar funds)

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

Compare SMTSX vs SBIO

52% FI Score
  • sbio
  • ETF
  • Sector Equity
  • Healthcare

ALPS Medical Breakthroughs ETF

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

This is an OK choice for a Healthcare Sector Equity 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 DEF

52% FI Score
  • def
  • ETF
  • US Stocks
  • Large Blend

Invesco Defensive Equity ETF

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

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

Compare SMTSX vs IDNA

52% FI Score
  • idna
  • ETF
  • Sector Equity
  • Healthcare

iShares Genomics Immunology and Healthcare ETF

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

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

Compare SMTSX vs RYT

52% FI Score
  • ryt
  • ETF
  • Sector Equity
  • Technology

Invesco S&P 500 Equal Weight Technology ETF

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

This is an OK choice for a Technology Sector Equity 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 ULST

52% FI Score
  • ulst
  • ETF
  • Alternative
  • Short

SPDR SSgA Ultra Short Term Bond ETF

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

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

Compare SMTSX vs EJUL

52% FI Score
  • ejul
  • ETF
  • Other
  • Options-based

Innovator MSCI Emerging Markets Power Buffer ETF - July

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

This is an OK choice for a Options-based Other fund. See why »

Compare SMTSX vs EIS

52% FI Score
  • eis
  • ETF
  • International Stocks
  • Other Region

iShares MSCI Israel Capped ETF

Expenses: 0.59% (Better than 0% of similar funds)

This is an OK choice for a Other Region International Stocks fund. See why »

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