SMTAX Mutual Fund

SMTAX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class A) is managed by J.P. Morgan Asset Management with $523.2M in net assets. SMTAX expense ratio is 0.83%, holding 22 positions across sectors including Financials. Inception date: 2006-05-15.

SMTAX performance shows a YTD return of 8.56%. The 1-year return is 14.01% and the 5-year return is 7.24%. SMTAX dividend yield stands at 5.11%, paid annually.

SMTAX top holdings include Jpmorgan Core Plus Bond Fund, Class R6 (14.1%), JPMorgan International Research Enhanced Equity ETF (11.2%), U.S. Equity Fund, Class R6 (10.1%), U.S. Research Enhanced Equity Fund, Class R6 (10.0%), Jpmorgan Growth Advantage Fund Class R6 (9.7%). Go to all SMTAX holdings, SMTAX sectors, or SMTAX dividends.

SMTAX can be compared against other funds. Use SMTAX overlap to find shared positions, or SMTAX vs another fund for a side-by-side view. SMTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.