- What are the top holdings of SMTSX?
- A machine-readable holdings disclosure for JPMorgan SmartRetirement 2040 Fund Class I (SMTSX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does SMTSX invest in?
- JPMorgan SmartRetirement 2040 Fund Class I (SMTSX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SMTSX most exposed to?
- SMTSX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SMTSX a US-only fund?
- The country allocation card on this page shows SMTSX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SMTSX invest in?
- The JPMorgan SmartRetirement 2040 Fund Class I is primarily designed for investors looking to retire around the year 2040 and who intend to draw income from their investments throughout their retirement. Its core objective is to achieve substantial total returns, gradually shifting its focus towards generating current income and some capital appreciation as it approaches and then moves beyond the target retirement date. To accomplish this, the fund allocates its assets across a diversified mix of equity, fixed income, and cash/cash equivalent holdings. It typically achieves this diversification by investing in other mutual funds and exchange-traded funds (ETFs) offered by the same investment company group, though in specific, limited situations, it may also utilize passive ETFs managed by external advisers or invest directly in various financial instruments.
