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Financial Services

JPMorgan SmartRetirement 2040 Fund Class A(SMTAX)

Fund

Live Price

Offline

$25.27

+0.32% today

1Y Change

+12.56%

Window

Jun 20, 2025 → Jun 12, 2026

Market Cap
$3.41B
Dividend Yield
5.3%
50-Day Avg
—
Exchange
NASDAQ

Coverage: 246 bars · Jun 20, 2025 → Jun 12, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) is a fund with a market cap of $3.41B and listed on NASDAQ. The fund last traded around $25.27 and up 12.6% across the available one-year price window (Jun 20, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 5.3%. Valuation is more restrained than many high-expectation growth names at P/E 0.1 and price/sales 0.0. Stock Foundry combines SMTAX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

SMTAX

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

SMTAX Max Drawdown

-9.41%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SMTAX and SPY.

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Earnings Reports

No earnings data available
No upcoming earnings in the next 90 days

Next Step

Connect reports to catalysts

Earnings pages get much more useful when they are tied back to upcoming dates, expectations, and peer setups.

Read the earnings calendar guideOpen the calendar screener