JPMorgan SmartRetirement 2040 Fund Class I
Limited financial coverage for SMTSX.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
About the company
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.
- IPO
- 2006
- HQ
- New York, NY, US
Price Chart
- Market Cap
- $3.69B
- Div Yield
- 5.35%
- 52W High
- $25.74
- 52W Low
- $22.75
- 50D MA
- $25.28
- 200D MA
- $24.58
- Beta
- 1.09
- Avg Volume
- 0
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