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JPMorgan SmartRetirement® 2040 R2 SMTZX

Analyst rating as of
NAV / 1-Day Return
23.14  /  1.15 %
Total Assets
5.7 Bil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Fee Level
High
Longest Manager Tenure
12.42 years
Category
US Fund Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
0.98%
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.

The JPMorgan SmartRetirement Series adjusts to a big departure.

Summary

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An impending manager retirement results in a downgrade to JPMorgan SmartRetirement target-date series’ Morningstar Analyst Ratings to Silver from Gold on the cheapest R6 share class and to Bronze and Neutral from Gold on pricier share classes.

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