JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) Investment Research Dashboard
About JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) stock analysis
Get live SMTAX stock price $25.18, comprehensive JPMorgan SmartRetirement 2040 Fund Class A stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time SMTAX stock data and investment insights.
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JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) Overview
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, SMTAX trades at $25.18 with a market capitalization of 3.68B . Over the past 52 weeks, SMTAX has traded between $22.62 and $25.65 , with the current price positioned at approximately 84% of this r...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 3.68B
- Current price: $25.18
- 52-week range: $22.62 - $25.65
- P/E ratio: 5.82
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
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 i...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 277 Park Avenue
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Valuation metrics suggest potential value opportunity (P/E: 5.8)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for JPMorgan SmartRetirement 2040 Fund Class A shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for JPMorgan SmartRetirement 2040 Fund Class A
- ⚠Investors should consider how JPMorgan SmartRetirement 2040 Fund Class A fits within their overall portfolio allocation
- ⚠Valuation metrics suggest potential, but require fundamental analysis
Market Cap
3.68B
P/E Ratio (TTM)
5.82
Beta
1.08
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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- $27.36+0.22% (1D)
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- 2.86B
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- $24.33+0.21% (1D)
- Market cap
- 3.68B
- Price
- $25.47+0.20% (1D)
- Market cap
- 3.68B
- Price
- $25.34+0.20% (1D)
- Market cap
- 3.68B
- Price
- $25.48+0.24% (1D)
- Market cap
- 3.68B
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
97/100 ⭐⭐⭐⭐⭐
- Overall
- +1.5%
- NYSE
- +2.5%
- NASDAQ
- +0.5%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | +1.5% | +2.5% | +3.6% | 19.1 | 97/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +2.3% | +4.3% | +3.2% | 30.2 | 81/100⭐⭐⭐⭐⭐ |
| Healthcare | +0.9% | +1.5% | +1.8% | 24.0 | 71/100⭐⭐⭐⭐⭐ |
| Basic Materials | +0.9% | +1.7% | +0.3% | 25.4 | 66/100⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 21.9 | 66/100⭐⭐⭐⭐ |
| Energy | +0.3% | -1.3% | -1.7% | 19.5 | 55/100⭐⭐⭐⭐ |
| Real Estate | -1.3% | -0.8% | -3.1% | 29.5 | 43/100⭐⭐⭐ |
| Consumer Cyclical | +0.4% | -1.6% | -5.9% | 42.4 | 23/100⭐ |
| Utilities | -3.8% | -2.8% | -7.1% | 27.0 | 22/100⭐ |
| Industrials | -1.0% | -1.2% | -11.3% | 30.4 | 18/100⭐ |
| Technology | -2.2% | -4.4% | -9.8% | 39.9 | 8/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.