JPMorgan SmartRetirement 2040 Fund Class R6

$25.29+1.16%(+$0.29)
TickerSpark Score

Not enough financial coverage to compute a composite score for SMTYX. This is typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available data still render below.

Momentum80
52-Week Range93% of range
Low $22.28
Current $25.29
High $25.51

Companyam.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-smartretirement-2040-fund-r6-46641u754

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2040 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.

IPO
2014
HQ
DE, US

Price Chart

+11.80% · this period
$25.51$23.90$22.28May 20Nov 18May 20

Valuation

Market Cap
$3.67B
Div Yield
5.64%

Performance & Tape

52W High
$25.51
52W Low
$22.28
50D MA
$24.38
200D MA
$24.48
Beta
1.09
Avg Volume
0

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