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Jpmorgan Smartretirement® 2040 Fund Class R6 (SMTYX)

US Funds

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20.90 +0.03 +0.14%

01:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.91B

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Bond

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SMTYX Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan SmartRetirement 2040 R6 (SMTYX) fund. Our JPMorgan SmartRetirement 2040 R6 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.11	4.14	0.03
Stocks	76.76	76.76	0.00
Bonds	18.72	18.72	0.00
Convertible	0.01	0.01	0.00
Preferred	0.08	0.08	0.00
Other	0.31	0.33	0.02

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.02	17.41
Price to Book	2.78	2.60
Price to Sales	2.14	1.88
Price to Cash Flow	11.91	10.80
Dividend Yield	2.09	2.17
5 Years Earnings Growth	10.31	11.05

Sector Allocation

Name	Net %	Category Average
Technology	21.98	21.98
Financial Services	18.75	16.01
Consumer Cyclical	12.87	11.04
Industrials	10.77	11.39
Healthcare	10.73	11.65
Communication Services	6.97	7.07
Real Estate	4.35	4.07
Consumer Defensive	4.05	6.01
Energy	3.98	4.08
Basic Materials	2.81	3.95
Utilities	2.75	2.74

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 23

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Plus Bond R6	-	13.06	-	-
JPMorgan International Rsrch Enh Eq ETF	-	11.84	-	-
JPMorgan US Research Enhanced Equity R6	-	10.12	-	-
JPMorgan US Equity R6	-	10.08	-	-
JPMorgan Value Advantage R6	-	9.81	-	-
JPMorgan Growth Advantage R6	-	9.40	-	-
JPMorgan Global Select Equity ETF	-	7.96	-	-
JPMorgan International Equity R6	-	6.35	-	-
JPMorgan Core Bond R6	-	4.35	-	-
JPMorgan BetaBuilders US Mid Cap Eq ETF	-	3.30	-	-

Top Bond Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Core Bond R6	24.11B	3.00	1.13	1.93
JPMorgan Core Bond Select	21.95B	2.96	0.93	1.75
JPMorgan Core Plus Bond R6	13.85B	2.90	1.31	2.14
JPMorgan Short Duration Bond R6	7.88B	1.60	3.69	2.11
JPMorgan Strategic Income Opps Sel	7.51B	1.02	4.18	2.82

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