SMTQX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class R4) is managed by J.P. Morgan Asset Management with $54.8M in net assets. SMTQX expense ratio is 0.64%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2016-09-09.

SMTQX performance shows a YTD return of 7.84%. The 1-year return is 16.79% and the 5-year return is 7.78%. SMTQX dividend yield stands at 5.36%, paid annually.

SMTQX 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 SMTQX holdings, sector breakdown, or dividend history.

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