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SMJPMorgan SmartRetirement 2040 Fund Class A logo

JPMorgan SmartRetirement 2040 Fund Class A (SMTAX)

NASDAQ · Currency in USD
$25.07 ▼ -0.10 (-0.40%)
As of Oct 26, 8:10 AM ET. Market open.

Summary

Previous Close
$25.17
Open
$25.07
Day's Range
$25.07 – $25.07
52 Week Range
$22.62 – $26.14
Volume
0
Avg. Volume
--
Market Cap
$3.42B
Beta (5Y Monthly)
1.08
PE Ratio (TTM)
1.54
EPS (TTM)
$274.90
Earnings Date
--
Forward Dividend & Yield
--
Ex-Dividend Date
Dec 31, 2025
1y Target Est
--

Profile: JPMorgan SmartRetirement 2040 Fund Class A

Sector
Financial Services
Industry
Asset Management
Full-time employees
--
CEO
--

This fund aims for significant overall returns, progressively transitioning its objective to emphasize income generation and some capital appreciation as it approaches and extends past its designated retirement year. It is specifically designed for investors anticipating retirement around 2040, with the intention of drawing down their investment over the course of their retirement. The fund achieves diversification across various asset classes, including stocks, bonds, and cash or cash equivalents.

Earnings

DateEst.Actual
Sep 30, 2023–$4.33

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Data: Financial Modeling Prep. For information only, not investment advice.