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Jpmorgan Smartretirement® 2040 Fund Class R2 (SMTZX)

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22.11 +0.10 +0.45%

16/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 150.45M

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Bond

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SMTZX Overview

Find basic information about the Jpmorgan Smartretirement® 2040 Fund Class R2 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 SMTZX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change4.19%

Prev. Close22.01

Risk Rating

TTM Yield1.90%

ROE25.08%

IssuerJPMorgan

Turnover21%

ROA10.92%

Inception Date39755

Total Assets150.45M

Expenses0.75%

Min. InvestmentN/A

Market Cap121.14B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1027	1027	1153	1165	1481	2059
Fund Return	2.74%	2.7%	15.33%	5.24%	8.17%	7.49%
Place in category	134	188	133	137	125	88
% in Category	60	92	67	74	75	86

Top Bond Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Core Bond R6	24.02B	3.51	2.40	2.02
JPMorgan Core Bond Select	22B	3.46	2.23	1.84
JPMorgan Core Plus Bond R6	13.99B	3.25	2.65	2.19
JPMorgan Short Duration Bond R6	8.06B	2.38	4.14	2.18
JPMorgan Strategic Income Opps Sel	7.59B	1.27	4.20	2.80

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Target Retire Trust Plus40	109.65B	0.76	8.42	7.81
The Vanguard Target Retire 2040 Tr1	109.65B	0.76	8.41	7.80
The Vanguard Target Retire 2040 Tr2	109.65B	0.76	8.40	7.79
Vanguard Target Retirement 2040 Inv	92.23B	0.69	8.39	7.72
American Funds 2040 Trgt Date RetR6	32.99B	0.05	9.49	8.92

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Plus Bond R6	-	12.76	-	-
JPMorgan International Rsrch Enh Eq ETF	-	11.53	-	-
JPMorgan US Research Enhanced Equity R6	-	10.23	-	-
JPMorgan US Equity R6	-	10.22	-	-
JPMorgan Value Advantage R6	-	9.84	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan SmartRet.	22.11	+0.10	+0.45%