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Jpmorgan Smartretirement® 2040 Fund Class A (SMTAX)

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20.67 +0.17 +0.83%

14/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Bond

Morningstar Rating:
Total Assets: 574.76M

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Jpmorgan Smartretirement® 2040 Fund Class A Overview

Find basic information about the Jpmorgan Smartretirement® 2040 Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SMTAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4812A38415)

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Rating

1-Year Change - 1.01%

Prev. Close20.5

Risk Rating

TTM Yield2.26%

ROE24.62%

IssuerJPMorgan

Turnover7%

ROA10.49%

Inception Date38852

Total Assets574.76M

Expenses0.44%

Min. Investment500

Market Cap124.53B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	998	998	1053	1168	1810	1992
Fund Return	-0.19%	-0.19%	5.28%	5.31%	12.6%	7.14%
Place in category	92	92	113	84	78	77
% in Category	52	52	68	45	45	77

Top Bond Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Core Bond R6	24.11B	3.00	1.13	1.93
JPMorgan Core Bond Select	21.95B	2.96	0.93	1.75
JPMorgan Core Plus Bond R6	13.85B	2.90	1.31	2.14
JPMorgan Short Duration Bond R6	7.88B	1.60	3.69	2.11
JPMorgan Strategic Income Opps Sel	7.51B	1.02	4.18	2.82

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	110.54B	-0.16	5.50	7.88
The Vanguard Target Retire 2040 Tr2	110.54B	-0.16	5.48	7.87
Vanguard Target Retire Trust Plus40	110.54B	-0.16	5.51	7.89
Vanguard Target Retirement 2040 Inv	93.58B	-0.21	5.47	7.80
American Funds 2040 Trgt Date RetR6	30.38B	-0.78	6.36	9.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Plus Bond R6	-	13.06	-	-
JPMorgan International Rsrch Enh Eq ETF	-	11.84	-	-
JPMorgan US Research Enhanced Equity R6	-	10.12	-	-
JPMorgan US Equity R6	-	10.08	-	-
JPMorgan Value Advantage R6	-	9.81	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Sell
Technical Indicators	Sell	Strong Sell	BUY
Summary	Sell	Strong Sell	Neutral

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