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SMJPMorgan SmartRetirement 2040 Fund Class I logo

JPMorgan SmartRetirement 2040 Fund Class I (SMTSX)

NASDAQ · Currency in USD
$25.25 ▼ -0.10 (-0.39%)
At close: Oct 23, 4:00 PM ET. Market closed.

Summary

Previous Close
$25.35
Open
$25.35
Day's Range
$25.25 – $25.35
52 Week Range
$22.75 – $26.31
Volume
0
Avg. Volume
--
Market Cap
$3.42B
Beta (5Y Monthly)
1.08
PE Ratio (TTM)
--
EPS (TTM)
--
Earnings Date
--
Forward Dividend & Yield
--
Ex-Dividend Date
Dec 31, 2025
1y Target Est
--

Profile: JPMorgan SmartRetirement 2040 Fund Class I

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

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.

Earnings

No earnings history available.

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