SMTCX Mutual Fund
SMTCX Mutual Fund
SMTCX Mutual Fund
JPMorgan Smartretirement 2040 Fund Class C
SMTCX Mutual Fund Overview
SMTCX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class C) is managed by J.P. Morgan Asset Management with $11.2M in net assets. SMTCX expense ratio is 1.39%, holding 24 positions across sectors including Financials. Inception date: 2006-05-15.
SMTCX performance shows a YTD return of 6.57%. The 1-year return is 14.40% and the 5-year return is 6.70%. SMTCX dividend yield stands at 4.88%, paid annually.
SMTCX top holdings include Jpmorgan Core Plus Bond Fund, Class R6 (14.0%), JPMorgan International Research Enhanced Equity ETF (10.9%), U.S. Research Enhanced Equity Fund, Class R6 (10.0%), U.S. Equity Fund, Class R6 (9.9%), Jpmorgan Growth Advantage Fund Class R6 (9.7%). Go to all SMTCX holdings, SMTCX sectors, or SMTCX dividends.
SMTCX can be compared against other funds. Use SMTCX overlap to find shared positions, or SMTCX vs another fund for a side-by-side view. SMTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.