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Logo for Fund JPMorgan SmartRetirement® 2040 Fund Class R5

JPMorgan SmartRetirement® 2040 Fund Class R5 (SMTIX)

NASDAQ Currency in USD
$125.00
+$2.08
+1.69%
Last Update: 18 Jul 2026, 08:04
Assets Under Management
Expense Ratio
0.48%
Forward Dividend Yield
$81.75-$159.13
52 Week Range

SMTIX Price Chart

Explore JPMorgan SmartRetirement® 2040 Fund Class R5 interactive price chart. Choose custom timeframes to analyze SMTIX price movements and trends.

SMTIX Fund Profile

Key details and information about JPMorgan SmartRetirement® 2040 Fund Class R5 (SMTIX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

15 May 2006

Country

US

Description

The fund is generally intended for investors who plan to retire around the year 2040 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.

SMTIX Fund Performance

View SMTIX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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