About SMTSX
JPMorgan SmartRetirement 2040 Fund Class I is a multi-asset, target-date mutual fund designed for investors who plan to retire around the year 2040. The fund serves as a professionally managed, all-in-one investment solution, automatically adjusting its asset allocation over time as the target retirement date approaches and beyond, in line with the evolving risk preferences of its investors. Managed by a seasoned team at J.P. Morgan, the fund employs a diversified strategy that blends equities, fixed income, and cash or cash equivalents to help smooth out the journey toward and through retirement. As part of a broader series of target-date funds, it appeals to investors seeking a disciplined, gradual reduction in risk exposure from equities toward income-oriented assets. The JPMorgan SmartRetirement 2040 Fund Class I plays a notable role in the landscape of retirement planning by offering a turnkey, research-driven approach aimed at long-term capital growth, income generation, and diversification, making it a staple in many retirement portfolios.
Fund Family JPMorgan
Category Target-Date 2040
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SMTSX
Share Class Class I
Index S&P Target Date 2040 TR
SMTSX had a total return of 14.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.66%.
