SMTQX Mutual Fund
SMTQX Mutual Fund
SMTQX Mutual Fund
JPMorgan Smartretirement 2040 Fund Class R4
SMTQX Mutual Fund Overview
SMTQX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class R4) is managed by J.P. Morgan Asset Management with $55.3M in net assets. SMTQX expense ratio is 0.64%, holding 22 positions across sectors including Financials. Inception date: 2016-09-09.
SMTQX performance shows a YTD return of 8.68%. The 1-year return is 14.25% and the 5-year return is 7.45%. SMTQX dividend yield stands at 5.32%, paid annually.
SMTQX 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 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.