SMTQX Mutual Fund

SMTQX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class R4) is managed by J.P. Morgan Asset Management with $55.8M in net assets. SMTQX expense ratio is 0.64%, holding 24 positions across sectors including Financials. Inception date: 2016-09-09.

SMTQX performance shows a YTD return of 7.00%. The 1-year return is 15.23% and the 5-year return is 7.51%. SMTQX dividend yield stands at 5.32%, paid annually.

SMTQX top holdings include Jpmorgan Core Plus Bond Fund, Class R6 (13.8%), JPMorgan International Research Enhanced Equity ETF (11.2%), U.S. Research Enhanced Equity Fund, Class R6 (10.0%), U.S. Equity Fund, Class R6 (10.0%), Jpmorgan Growth Advantage Fund Class R6 (9.7%). Go to all SMTQX holdings, SMTQX sectors, or SMTQX dividends.

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