NASDAQ · SMTSX
JPMorgan SmartRetirement 2040 Fund Class I
Financial Services · Asset Management
$25.40
Down-$0.09 (-0.35%)
Updated Sep 17, 2026, 11:44 AM
SID Score
5.4/10
Composite research score
Smart Money
46/100
Neutral
- Market cap
- 4.41B
- P/E ratio
- —
- Dividend yield
- 6.14%
- 52-week range
- — – —
- Volume
- 0
- Avg. volume
- 0
Price performance
SMTSX price history
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Stock researchCompany · Overview
SMTSX research
Overview
Company profile and research snapshot.
Company profile
The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2040 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.
Analyst outlook
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- Consensus
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- Average target
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- Implied upside
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- Analysts
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