SMTCX Mutual Fund

SMTCX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class C) is managed by J.P. Morgan Asset Management with $10.4M in net assets. SMTCX expense ratio is 1.39%, holding 22 positions across sectors including Financials. Inception date: 2006-05-15.

SMTCX performance shows a YTD return of 8.18%. The 1-year return is 13.41% and the 5-year return is 6.64%. SMTCX dividend yield stands at 4.81%, paid annually.

SMTCX 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 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.