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JPMorgan SmartRetirement® 2040 I SMTSX

Analyst rating as of
NAV / 1-Day Return
26.48  /  0.53 %
Total Assets
5.4 Bil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
High
Longest Manager Tenure
13.32 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.41%
Turnover
33%
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Morningstar’s Analysis

Will SMTSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Correction

Senior Analyst

Analyst Note

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We published an Analyst Note dated Oct. 15, 2021, that indicated that we plan to drop coverage of this fund. That note was published in error. We intend to maintain coverage of this strategy.