Jpmorgan Smartretirement 2040 Fund Quote
| SMTSX Fund | USD 22.17 0.16 0.73% |
PerformanceVery Weak
| Odds Of DistressLow
|
Jpmorgan Smartretirement is trading at 22.17 as of the 1st of March 2025; that is 0.73 percent up since the beginning of the trading day. The fund's open price was 22.01. Jpmorgan Smartretirement has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 1st of March 2025. Click here to learn more.
The fund is generally intended for investors who plan to retire around the year 2040 . Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.. More on Jpmorgan Smartretirement 2040
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, JPMorgan (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Jpmorgan Smartretirement 2040 [SMTSX] is traded in USA and was established 1st of March 2025. Jpmorgan Smartretirement is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of JPMorgan family. This fund at this time has accumulated 3.97 B in assets with minimum initial investment of 1000 K. Jpmorgan Smartretirement is currently producing year-to-date (YTD) return of 3.39% with the current yeild of 0.02%, while the total return for the last 3 years was 6.7%.
Check Jpmorgan Smartretirement Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Smartretirement 2040 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Smartretirement 2040 Mutual Fund Constituents
| EMRSX | Jpmorgan Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| IUENX | Jpmorgan International Unconstrained | Mutual Fund | Foreign Large Blend | |
| JCBUX | Jpmorgan E Bond | Mutual Fund | Intermediate Core Bond | |
| JCPUX | Jpmorgan E Plus | Mutual Fund | Intermediate Core-Plus Bond | |
| JDEUX | Jpmorgan Disciplined Equity | Mutual Fund | Large Blend | |
| JEMWX | Jpmorgan Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| JGVVX | Jpmorgan Growth Advantage | Mutual Fund | Large Growth | |
| JHYUX | Jpmorgan High Yield | Mutual Fund | High Yield Bond |
Jpmorgan Smartretirement Risk Profiles
| Mean Deviation | 0.4851 | |||
| Standard Deviation | 0.6666 | |||
| Variance | 0.4443 | |||
| Risk Adjusted Performance | (0.02) |
Jpmorgan Smartretirement Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Smartretirement financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Smartretirement security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |