What does JPMorgan SmartRetirement 2040 Fund Class C do?

JPMorgan SmartRetirement 2040 Fund Class C (SMTCX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is SMTCX's market cap?

JPMorgan SmartRetirement 2040 Fund Class C (SMTCX) has a market capitalization of approximately $3.63 billion, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does SMTCX pay a dividend?

Yes — JPMorgan SmartRetirement 2040 Fund Class C (SMTCX) pays a dividend irregular, with a trailing-twelve-month yield of 4.93%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

SMTCX

JPMorgan SmartRetirement 2040 Fund Class C

NASDAQ·Asset Management · Financial Services

$24.27$0.23−0.94%

Market cap$3.63B·Market closed·Jul 23 8:00 PM UTC

Price Chart

$24.27−$0.23 (−0.94%)today

−4.30%CAGR −0.88%

Select date range

FromTo

May 15, 2006Jul 24, 2021 → Jul 24, 2026· 5.0 yrsJul 24, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)6.45%

Annual Dividend (FWD)$1.57

Dividend Growth (5Y)—

Dividend Safety—

Payout Ratio—

FCF Payout Ratio—

Most Recent Dividend$0.392

Ex-Dividend DateDec 31

Payment DateJan 2

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

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About JPMorgan SmartRetirement 2040 Fund Class C

This investment vehicle's main objective is to deliver substantial overall returns, gradually transitioning its focus towards generating income and modest capital appreciation as it nears and passes its designated retirement year. It is primarily designed for individuals who anticipate retiring around 2040 and intend to draw upon their investment throughout their post-employment period. The fund achieves its diversification across various asset classes—specifically stocks (equities), bonds (fixed income), and highly liquid assets (cash/cash equivalents)—by predominantly investing in other…

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-smartretirement-2040-fund-c-4812a3833

Peers

Peers Tab

SMTYX

JPMorgan SmartRetirement 2040 Fund Class R6

Cap

$3.6B

SMTAX

JPMorgan SmartRetirement 2040 Fund Class A

Cap

$3.6B

SMTIX

JPMorgan SmartRetirement® 2040 Fund Class R5

Cap

$3.6B

Latest News

News Tab

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Frequently Asked Questions About SMTCX

What does JPMorgan SmartRetirement 2040 Fund Class C do?: JPMorgan SmartRetirement 2040 Fund Class C (SMTCX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is SMTCX's market cap?: JPMorgan SmartRetirement 2040 Fund Class C (SMTCX) has a market capitalization of approximately $3.63 billion, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does SMTCX pay a dividend?: Yes — JPMorgan SmartRetirement 2040 Fund Class C (SMTCX) pays a dividend irregular, with a trailing-twelve-month yield of 4.93%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.