SMTZX Mutual Fund

SMTZX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class R2) is managed by J.P. Morgan Asset Management with $157.0M in net assets. SMTZX expense ratio is 1.14%, holding 22 positions across sectors including Financials. Inception date: 2008-11-03.

SMTZX performance shows a YTD return of 8.36%. The 1-year return is 13.72% and the 5-year return is 6.92%. SMTZX dividend yield stands at 4.93%, paid annually.

SMTZX 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 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.