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JPMorgan SmartRetirement® 2040 R2 SMTZX

Analyst rating as of
NAV / 1-Day Return
25.18  /  0.32 %
Total Assets
5.6 Bil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Fee Level
High
Longest Manager Tenure
12.84 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.01%
Turnover
50%
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Morningstar’s Analysis

Will SMTZX outperform in future?

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

Forging ahead, with a meaningful departure in the rearview.

Summary

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While its comanagers are still building a track record together, the JPMorgan SmartRetirement series remains a top pick. We reaffirm a Morningstar Analyst Rating of Silver on the cheapest R6 share class and ratings of Bronze and Neutral on pricier share classes.

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