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

Similar Funds

We found 434 Allocation Target-Date funds. Here they are ordered by FI Score.

Compare SMTSX vs MTTIX

55% FI Score
  • mttix
  • Mutual Fund
  • Allocation
  • Target-Date

Manning & Napier Target 2040 Series Class I

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

This is an OK choice for a Target-Date Allocation fund. See why »

Compare SMTSX vs BLAIX

55% FI Score
  • blaix
  • Mutual Fund
  • Allocation
  • Target-Date

BlackRock LifePath® Smart Beta Retirement Fund Institutional Shares

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

This is an OK choice for a Target-Date Allocation fund. See why »

Compare SMTSX vs FFFFX

55% FI Score
  • ffffx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® 2040 Fund

Expenses: 0.75% (Better than 0% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare SMTSX vs MTNIX

55% FI Score
  • mtnix
  • Mutual Fund
  • Allocation
  • Target-Date

Manning & Napier Target 2020 Series Class I

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

This is an OK choice for a Target-Date Allocation fund. See why »

Compare SMTSX vs PALTX

54% FI Score
  • paltx
  • Mutual Fund
  • Allocation
  • Target-Date

Principal LifeTime Strategic Income Fund Class A

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

This is an OK choice for a Target-Date Allocation fund. See why »

Compare SMTSX vs MTQIX

54% FI Score
  • mtqix
  • Mutual Fund
  • Allocation
  • Target-Date

Manning & Napier Target 2035 Series Class I

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

This is an OK choice for a Target-Date Allocation fund. See why »

Compare SMTSX vs ARWFX

53% FI Score
  • arwfx
  • Mutual Fund
  • Allocation
  • Target-Date

American Century Investments One Choice 2025 Portfolio I Class

Expenses: 0.56% (Better than 0% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare SMTSX vs JPTBX

53% FI Score
  • jptbx
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® Blend 2055 Fund Class I

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

This is an OK choice for a Target-Date Allocation fund. See why »

Compare SMTSX vs FFFGX

53% FI Score
  • fffgx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® 2045 Fund

Expenses: 0.75% (Better than 0% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare SMTSX vs TRTFX

53% FI Score
  • trtfx
  • Mutual Fund
  • Allocation
  • Target-Date

T. Rowe Price Target 2060 Fund

Expenses: 0.17% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

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