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SMTAX
JPMorgan SmartRetirement 2040 Class A
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SMTAX Mutual Fund Price & Analysis

JPMorgan SmartRetirement 2040 Class A (SMTAX) is a mutual fund that focuses on providing investors with a diversified portfolio of stocks and bonds to help them reach their retirement goals by the year 2040. This fund is managed by JPMorgan, a reputable financial institution, and is designed to automatically adjust its asset allocation as the target date approaches. This allows investors to have a more conservative investment approach as they near retirement age. SMTAX offers Class A shares, which typically have lower fees and expenses compared to other share classes. Overall, this mutual fund offers a convenient and efficient way for investors to plan for their retirement in the year 2040.

SMTAX Mutual Fund Chart & Stats

Previous Close$21.97
Sub-Category2040
Total Liabilities583.75K
Last Dividend Ex-Date
Dec 16, 2024
Expense Ratio0.84%
Holding Count23
Brandjpmorgan trust i
Dividend Yield
 (2.34%)
CategoryTarget-Date Retirement
Total Assets3.98B
Shares OutstandingN/A
52-Week Range$19.49 - $24.40

SMTAX Mutual Fund News

JGLO: This Actively-Managed ETF Leverages JPMorgan’s “Best Ideas”
PremiumStock Analysis & Ideas
JGLO: This Actively-Managed ETF Leverages JPMorgan’s “Best Ideas”
5M ago
JGLO
Eight new option listings on October 4th
PremiumThe Fly
Eight new option listings on October 4th
1y ago
CDL
CWS

Top 10 Holdings

Name
Weight %
USD_CASH
JPMorgan Core Plus Bond Fund
12.74%
JIRE
JPMorgan International Research Enhanced Equity ETF
11.36%
USD_CASH
JPMorgan U.S. Equity Fund
10.28%
USD_CASH
JPMorgan U.S. Research Enhanced Equity Fund
10.25%
USD_CASH
JPMorgan Growth Advantage Fund
9.83%
USD_CASH
JPMorgan Value Advantage Fund
9.80%
JGLO
JPMorgan Global Select Equity ETF
8.07%
USD_CASH
JPMorgan International Equity Fund
6.15%
USD_CASH
JPMorgan Core Bond Fund
4.24%
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
3.50%
Total86.21%
Go to Holdings >

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