SMTSX Mutual Fund
SMTSX Mutual Fund
SMTSX Mutual Fund
JPMorgan Smartretirement 2040 Fund Class I
SMTSX Mutual Fund Overview
SMTSX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class I) is managed by J.P. Morgan Asset Management with $174.4M in net assets. SMTSX expense ratio is 0.64%, holding 22 positions across sectors including Financials. Inception date: 2006-05-15.
SMTSX performance shows a YTD return of 8.68%. The 1-year return is 14.26% and the 5-year return is 7.45%. SMTSX dividend yield stands at 5.28%, paid annually.
SMTSX 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 SMTSX holdings, SMTSX sectors, or SMTSX dividends.
SMTSX can be compared against other funds. Use SMTSX overlap to find shared positions, or SMTSX vs another fund for a side-by-side view. SMTSX alternatives are available via the screener, along with tax-loss harvesting opportunities.