SMTSX Mutual Fund
NAV$26.10
AUM$201M
TER0.64%
Holdings24
SMTSX Mutual Fund
NAV$26.10
JPMorgan Smartretirement 2040 Fund Class I
AUM$201M
TER0.64%
Holdings24
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SMTSX Mutual Fund Performance
SMTSX performance across multiple time periods: 1-month 0.51%, YTD 7.84%, 1-year 16.78%, 3-year 15.00%, 5-year 7.78%, 10-year 10.25%.
SMTSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.
SMTSX performance comparison shows side-by-side returns with another fund. SMTSX alternatives are available in the Mutual Fund Screener.