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 NUMG

47% FI Score
  • numg
  • ETF
  • US Stocks
  • Mid-Cap Growth

Nuveen ESG Mid-Cap Growth ETF

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

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

Compare SMTSX vs NSIUX

47% FI Score
  • nsiux
  • Mutual Fund
  • Bond
  • Government Bond

Northern Short-Intermediate U.S. Government Fund

Expenses: 0.42% (Better than 1% of similar funds)

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

Compare SMTSX vs OHYAX

47% FI Score
  • ohyax
  • Mutual Fund
  • Bond
  • High Yield Bond

JPMorgan High Yield Fund Class A

Expenses: 0.99% (Better than 0% of similar funds)

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

Compare SMTSX vs MCA

47% FI Score
  • mca
  • Mutual Fund
  • Bond
  • Municipal Bond

BlackRock MuniYield California Quality Fund, Inc.

Expenses: 2.62% (Better than 0% of similar funds)

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

Compare SMTSX vs AFB

47% FI Score
  • afb
  • Mutual Fund
  • Bond
  • Municipal Bond

AllianceBernstein National Municipal Income Fund

Expenses: 2.56% (Better than 0% of similar funds)

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

Compare SMTSX vs AFDAX

47% FI Score
  • afdax
  • Mutual Fund
  • US Stocks
  • Large Blend

American Century Sustainable Equity Fund A Class

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

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

Compare SMTSX vs PFGRX

47% FI Score
  • pfgrx
  • Mutual Fund
  • US Stocks
  • Large Growth

Pioneer Fundamental Growth Fund Class R

Expenses: 1.39% (Better than 0% of similar funds)

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

Compare SMTSX vs PFIAX

47% FI Score
  • pfiax
  • Mutual Fund
  • Bond
  • High Yield Bond

PIMCO Low Duration Income Fund Class A

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

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

Compare SMTSX vs ALARX

47% FI Score
  • alarx
  • Mutual Fund
  • US Stocks
  • Large Growth

Alger Capital Appreciation Institutional Fund Class I

Expenses: 1.16% (Better than 0% of similar funds)

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

Compare SMTSX vs ALNYX

47% FI Score
  • alnyx
  • Mutual Fund
  • Bond
  • Municipal Bond

AB Municipal Income Fund New York Portfolio Class A

Expenses: 0.76% (Better than 0% of similar funds)

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

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