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JPMorgan SmartRetirement® 2040 A SMTAX

Analyst rating as of
NAV / 1-Day Return
26.16  /  0.62 %
Total Assets
5.3 Bil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Average
Longest Manager Tenure
13.29 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.25%
Turnover
33%
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Morningstar’s Analysis

Will SMTAX outperform in future?

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Ceasing Coverage of Funds and Strategies per Updated Investment Research Integrity Policy

Senior Analyst

Analyst Note

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Morningstar Research Services recently updated its Investment Research Integrity Policy for the manager research group to exclude from the universe of strategies assigned a Morningstar Analyst Rating for funds all investment strategies that invest more than certain amounts in investments tracking Morningstar Indexes. As a result, analysts will not cover strategies holding Morningstar Index-related investments at or above the following percentages: