SMTZX Mutual Fund
SMTZX Mutual Fund
SMTZX Mutual Fund
JPMorgan Smartretirement 2040 Fund Class R2
SMTZX Mutual Fund Overview
SMTZX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class R2) is managed by J.P. Morgan Asset Management with $163.6M in net assets. SMTZX expense ratio is 1.14%, holding 24 positions across sectors including Financials. Inception date: 2008-11-03.
SMTZX performance shows a YTD return of 6.70%. The 1-year return is 14.66% and the 5-year return is 6.96%. SMTZX dividend yield stands at 5.01%, paid annually.
SMTZX top holdings include Jpmorgan Core Plus Bond Fund, Class R6 (14.0%), JPMorgan International Research Enhanced Equity ETF (10.9%), U.S. Research Enhanced Equity Fund, Class R6 (10.0%), U.S. Equity Fund, Class R6 (9.9%), Jpmorgan Growth Advantage Fund Class R6 (9.7%). Go to all SMTZX holdings, SMTZX sectors, or SMTZX dividends.
SMTZX can be compared against other funds. Use SMTZX overlap to find shared positions, or SMTZX vs another fund for a side-by-side view. SMTZX alternatives are available via the screener, along with tax-loss harvesting opportunities.