SMTAX Mutual Fund
NAV$25.83
AUM$592M
TER0.83%
Holdings24
SMTAX Mutual Fund
NAV$25.83
JPMorgan Smartretirement 2040 Fund Class A
AUM$592M
TER0.83%
Holdings24
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SMTAX Mutual Fund Performance
SMTAX performance across multiple time periods: 1-month 0.47%, YTD 7.76%, 1-year 16.59%, 3-year 14.79%, 5-year 7.57%, 10-year 10.05%.
SMTAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.
SMTAX performance comparison shows side-by-side returns with another fund. SMTAX alternatives are available in the Mutual Fund Screener.