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 MDDVX

59% FI Score
  • mddvx
  • Mutual Fund
  • US Stocks
  • Large Value

BlackRock Equity Dividend Fund Investor A Shares

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

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

Compare SMTSX vs PLSDX

59% FI Score
  • plsdx
  • Mutual Fund
  • Bond
  • High Yield Bond

Pacific Funds Short Duration Income Fund Class I

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

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

Compare SMTSX vs FRIFX

59% FI Score
  • frifx
  • Mutual Fund
  • Alternatives
  • Real Estate

Fidelity® Real Estate Income Fund

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

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

Compare SMTSX vs HFKVX

59% FI Score
  • hfkvx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Hartford Schroders Tax-Aware Bond Fund Class SDR

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

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

Compare SMTSX vs ISDX

59% FI Score
  • isdx
  • ETF
  • International Stocks
  • Large Blend

Invesco RAFI Strategic Developed ex-US ETF

Expenses: 0.23% (Better than 1% of similar funds)

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

Compare SMTSX vs ASBFX

59% FI Score
  • asbfx
  • Mutual Fund
  • Bond
  • High Yield Bond

American Funds Short-Term Bond Fund of America® Class F-1

Expenses: 0.73% (Better than 1% of similar funds)

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

Compare SMTSX vs MALVX

59% FI Score
  • malvx
  • Mutual Fund
  • US Stocks
  • Large Value

BlackRock Advantage Large Cap Value Fund Institutional Shares

Expenses: 0.54% (Better than 1% of similar funds)

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

Compare SMTSX vs FLGR

58% FI Score
  • flgr
  • ETF
  • International Stocks
  • Other Region

Franklin FTSE Germany ETF

Expenses: 0.09% (Better than 1% of similar funds)

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

Compare SMTSX vs HAWX

58% FI Score
  • hawx
  • ETF
  • International Stocks
  • Large Blend

iShares Currency Hedged MSCI ACWI ex U.S. ETF

Expenses: 0.35% (Better than 1% of similar funds)

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

Compare SMTSX vs VETAX

58% FI Score
  • vetax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Victory Sycamore Established Value Fund Class A

Expenses: 0.92% (Better than 1% of similar funds)

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

Compare SMTSX vs EXCIX

58% FI Score
  • excix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Manning & Napier Core Bond Series Class I

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 FIW

58% FI Score
  • fiw
  • ETF
  • US Stocks
  • Large Blend

First Trust Water 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 EWU

58% FI Score
  • ewu
  • ETF
  • International Stocks
  • Other Region

iShares MSCI United Kingdom ETF

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

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

Compare SMTSX vs HLGEX

58% FI Score
  • hlgex
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

JPMorgan Mid Cap Growth Fund Class I

Expenses: 0.92% (Better than 1% of similar funds)

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

Compare SMTSX vs FRSGX

58% FI Score
  • frsgx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Franklin Small-Mid Cap Growth Fund Class A

Expenses: 0.87% (Better than 1% of similar funds)

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

Compare SMTSX vs MORT

58% FI Score
  • mort
  • ETF
  • Alternatives
  • Real Estate

VanEck Vectors Mortgage REIT Income ETF

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

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

Compare SMTSX vs TWQIX

58% FI Score
  • twqix
  • Mutual Fund
  • US Stocks
  • Large Value

Transamerica Large Cap Value Fund Class I

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

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

Compare SMTSX vs REML

58% FI Score
  • reml
  • ETF
  • Alternative
  • Leveraged Equities

Credit Suisse X-Links Monthly Pay 2xLeveraged Mortgage REIT ETN

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

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

Compare SMTSX vs CISGX

58% FI Score
  • cisgx
  • Mutual Fund
  • US Stocks
  • Large Growth

Touchstone Sands Capital Institutional Growth Fund

Expenses: 0.81% (Better than 1% of similar funds)

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

Compare SMTSX vs UBVSX

58% FI Score
  • ubvsx
  • Mutual Fund
  • US Stocks
  • Small Value

Undiscovered Managers Behavioral Value Fund Class I

Expenses: 1.05% (Better than 1% of similar funds)

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

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