SMTPX Mutual Fund

SMTPX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class R3) is managed by J.P. Morgan Asset Management with $14.5M in net assets. SMTPX expense ratio is 0.89%, holding 22 positions across sectors including Financials. Inception date: 2016-09-09.

SMTPX performance shows a YTD return of 8.55%. The 1-year return is 13.97% and the 5-year return is 7.18%. SMTPX dividend yield stands at 5.00%, paid annually.

SMTPX 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 SMTPX holdings, SMTPX sectors, or SMTPX dividends.

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