- What does SMTIX invest in?
- 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.
- What is the expense ratio of SMTIX?
- JPMorgan SmartRetirement® 2040 Fund Class R5 (SMTIX) charges an expense ratio of 0.49%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SMTIX?
- JPMorgan SmartRetirement® 2040 Fund Class R5 (SMTIX) manages $3.71B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SMTIX actively managed or an index fund?
- SMTIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SMTIX launched?
- JPMorgan SmartRetirement® 2040 Fund Class R5 (SMTIX) launched in May 2006 and is managed by JPMorgan.
- How has SMTIX performed?
- SMTIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
