SMTYX Mutual Fund
SMTYX Mutual Fund
SMTYX Mutual Fund
JPMorgan Smartretirement 2040 Fund Class R6
SMTYX Mutual Fund Overview
SMTYX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.55B in net assets. SMTYX expense ratio is 0.39%, holding 22 positions across sectors including Financials. Inception date: 2014-11-03.
SMTYX performance shows a YTD return of 8.90%. The 1-year return is 14.54% and the 5-year return is 7.72%. SMTYX dividend yield stands at 5.47%, paid annually.
SMTYX 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 SMTYX holdings, SMTYX sectors, or SMTYX dividends.
SMTYX can be compared against other funds. Use SMTYX overlap to find shared positions, or SMTYX vs another fund for a side-by-side view. SMTYX alternatives are available via the screener, along with tax-loss harvesting opportunities.