SMTCX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class C) is managed by J.P. Morgan Asset Management with $10.8M in net assets. SMTCX expense ratio is 1.39%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2006-05-15.

SMTCX performance shows a YTD return of 6.57%. The 1-year return is 15.90% and the 5-year return is 6.97%. SMTCX dividend yield stands at 4.84%, paid annually.

SMTCX top holdings include Jpmorgan Core Plus Bond Fund, Class R6 (14.0%), JPMorgan International Research Enhanced Equity ETF (10.9%), U.S. Research Enhanced Equity Fund, Class R6 (10.0%), U.S. Equity Fund, Class R6 (9.9%), Jpmorgan Growth Advantage Fund Class R6 (9.7%). View all SMTCX holdings, sector breakdown, or dividend history.

SMTCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.