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Jpmorgan Smartretirement® 2040 Fund Class R6 (SMTYX)

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21.59 +0.08 +0.37%

08:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.97B

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Bond

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SMTYX Overview

Find basic information about the Jpmorgan Smartretirement® 2040 Fund Class R6 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 SMTYX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change1.27%

Prev. Close21.51

Risk Rating

TTM Yield2.61%

ROE25.08%

IssuerJPMorgan

Turnover21%

ROA10.92%

Inception Date41946

Total Assets1.97B

Expenses0%

Min. Investment15,000,000

Market Cap121.14B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1031	998	1122	1229	1636	2123
Fund Return	3.06%	-0.24%	12.16%	7.12%	10.35%	7.82%
Place in category	42	83	77	47	56	48
% in Category	24	43	46	26	34	51

Top Bond Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Core Bond R6	24.92B	2.85	0.16	1.96
JPMorgan Core Bond Select	22.17B	2.93	0.03	1.80
JPMorgan Core Plus Bond R6	13.86B	2.91	0.47	2.18
JPMorgan Short Duration Bond R6	7.68B	1.24	3.09	2.10
JPMorgan Strategic Income Opps Sel	7.58B	0.59	3.98	2.76

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	110.54B	2.58	6.77	8.06
The Vanguard Target Retire 2040 Tr2	110.54B	2.58	6.76	8.05
Vanguard Target Retire Trust Plus40	110.54B	2.57	6.78	8.08
Vanguard Target Retirement 2040 Inv	93.58B	2.55	6.73	7.99
American Funds 2040 Trgt Date RetR6	31.45B	2.82	8.04	9.29

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	Strong Sell	Sell	Buy
Technical Indicators	Strong Sell	Strong Sell	Strong Buy
Summary	Strong Sell	Strong Sell	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan SmartRet.	21.59	+0.08	+0.37%