SMTYX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class R6) is managed by J.P. Morgan Asset Management with $1.60B in net assets. SMTYX expense ratio is 0.39%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2014-11-03.

SMTYX performance shows a YTD return of 7.18%. The 1-year return is 17.06% and the 5-year return is 8.04%. SMTYX dividend yield stands at 5.52%, paid annually.

SMTYX 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 SMTYX holdings, sector breakdown, or dividend history.

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