SMTZX Mutual Fund (JPMorgan Smartretirement 2040 Fund Class R2) is managed by J.P. Morgan Asset Management with $157.8M in net assets. SMTZX expense ratio is 1.14%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2008-11-03.

SMTZX performance shows a YTD return of 7.59%. The 1-year return is 16.22% and the 5-year return is 7.24%. SMTZX dividend yield stands at 4.97%, paid annually.

SMTZX 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 SMTZX holdings, sector breakdown, or dividend history.

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