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SMTSX JPMorgan SmartRetirement® 2040 Select

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Fund SMTSX JPMorgan SmartRetirement® 2040 Select TRHRX T. Rowe Price Target 2040 TRRDX T. Rowe Price Retirement 2040  
Similarity
?
100% 99% 99%
Annual Fees
?
$83.52
(0.80% Exp. Ratio)
$77.25
(0.74% Exp. Ratio)
$79.34
(0.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.40% annual return
$28,577.76 $29,100.88 $28,925.49
Est. savings over 30 yrs +$523.12 +$347.73
Return
As of 10/31/16
1 YR RETURN 1.57%
3 YR 4.42%
5 YR 9.40%
10 YR 5.47%
1 YR RETURN 3.89%
3 YR 5.01%
5 YR --
10 YR --
1 YR RETURN 3.37%
3 YR 5.15%
5 YR 10.17%
10 YR 5.81%
Description
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 a "fund of funds" that invests in other J.P. Morgan Funds (underlying funds), and is generally intended for investors expecting to retire around the year 2040 (target retirement date). It is designed to provide exposure to a variety of asset classes through investments in underlying funds, and over time the fund's asset allocation strategy will change.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2040) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. The fund is managed based on the specific retirement year (target date 2040) included in its name and assumes a retirement age of 65. While the fund is non-diversified, it invests in diversified underlying holdings.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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