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Jpmorgan Smartretirement® 2040 Fund Class R6 (SMTYX)

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22.18 -0.05 -0.22%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.01B

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 Change9.67%

Prev. Close22.23

Risk Rating

TTM Yield2.68%

ROE25.44%

IssuerJPMorgan

Turnover21%

ROA11.22%

Inception Date41946

Total Assets2.01B

Expenses0%

Min. Investment15,000,000

Market Cap127.85B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1132	980	1132	1110	1481	2139
Fund Return	13.24%	-1.98%	13.24%	3.53%	8.17%	7.9%
Place in category	64	125	64	51	57	49
% in Category	29	65	29	27	33	48

Top Bond Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Core Bond R6	23.97B	2.25	-1.68	1.79
JPMorgan Core Bond Select	21.8B	1.98	-1.85	1.61
JPMorgan Core Plus Bond R6	13.59B	3.00	-1.50	2.04
JPMorgan Strategic Income Opps Sel	7.47B	5.35	3.69	2.79
JPMorgan Short Duration Bond R6	7.42B	5.22	2.25	2.02

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Target Retire Trust Plus40	106.15B	12.84	3.54	8.17
The Vanguard Target Retire 2040 Tr1	106.15B	12.83	3.52	8.16
The Vanguard Target Retire 2040 Tr2	106.15B	12.81	3.51	8.14
Vanguard Target Retirement 2040 Inv	91.6B	12.88	3.51	8.08
American Funds 2040 Trgt Date RetR6	33.44B	14.79	4.14	9.35

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Plus Bond R6	-	12.66	-	-
JPMorgan International Rsrch Enh Eq ETF	-	11.15	-	-
JPMorgan US Equity R6	-	10.53	-	-
JPMorgan US Research Enhanced Equity R6	-	10.53	-	-
JPMorgan Value Advantage R6	-	10.24	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Buy	Buy
Technical Indicators	BUY	Strong Sell	Strong Buy
Summary	Neutral	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan SmartRet.	22.18	-0.05	-0.22%