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 GSIE

77% FI Score
  • gsie
  • ETF
  • International Stocks
  • Large Blend

Goldman Sachs ActiveBeta International Equity ETF

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

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

Compare SMTSX vs HAUZ

77% FI Score
  • hauz
  • ETF
  • International Stocks
  • Asia/Pacific ex-Japan Stock

Xtrackers International Real Estate ETF

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

This is an OK choice for a Asia/Pacific ex-Japan Stock International Stocks fund. See why »

Compare SMTSX vs PLSAX

76% FI Score
  • plsax
  • Mutual Fund
  • US Stocks
  • Large Blend

Principal LargeCap S&P 500 Index Fund Class A

Expenses: 0.46% (Better than 1% of similar funds)

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

Compare SMTSX vs JAGG

76% FI Score
  • jagg
  • ETF
  • Bond
  • Total US Bond Market

JPMorgan U.S. Aggregate Bond ETF

Expenses: 0.07% (Better than 1% of similar funds)

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

Compare SMTSX vs MSEQX

76% FI Score
  • mseqx
  • Mutual Fund
  • US Stocks
  • Large Growth

Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class I

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

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

Compare SMTSX vs FAOFX

76% FI Score
  • faofx
  • Mutual Fund
  • US Stocks
  • Large Growth

Fidelity Advisor® Series Growth Opportunities Fund

Expenses: 0.01% (Better than 1% of similar funds)

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

Compare SMTSX vs PICYX

76% FI Score
  • picyx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Pioneer Bond Fund Class Y

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

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

Compare SMTSX vs FDGFX

76% FI Score
  • fdgfx
  • Mutual Fund
  • US Stocks
  • Large Value

Fidelity® Dividend Growth Fund

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

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

Compare SMTSX vs TWTIX

76% FI Score
  • twtix
  • Mutual Fund
  • Bond
  • Municipal Bond

American Century Intermediate Term Tax-Free Bond Fund Investor Class

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

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

Compare SMTSX vs IDV

76% FI Score
  • idv
  • ETF
  • International Stocks
  • Large Value

iShares International Select Dividend ETF

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

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

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