JPMorgan SmartRetirement® 2040 Fund Class R5 (SMTIX) Investment Research Dashboard
About JPMorgan SmartRetirement® 2040 Fund Class R5 (SMTIX) stock analysis
Get live SMTIX stock price $25.47, comprehensive JPMorgan SmartRetirement® 2040 Fund Class R5 stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time SMTIX stock data and investment insights.
Loading chart data...
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
The fund is generally intended for investors who plan to retire around the year 2040 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capi...
Company Information
- CEO
- Derek Izuel
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Website
- https://sheltoncap.com
- Address
- Columbus OH 43240
- 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
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for JPMorgan SmartRetirement® 2040 Fund Class R5 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 R5
- ⚠Investors should consider how JPMorgan SmartRetirement® 2040 Fund Class R5 fits within their overall portfolio allocation
Market Cap
3.68B
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.
Related Stocks
Compare SMTIX with peer companies:
- Price
- $39.24+0.15% (1D)
- Market cap
- 3.63B
- Price
- $39.26+0.15% (1D)
- Market cap
- 3.63B
- Price
- $35.66+0.20% (1D)
- Market cap
- 3.87B
- Price
- $35.67+0.17% (1D)
- Market cap
- 3.87B
- Price
- $26.31+0.23% (1D)
- Market cap
- 2.86B
- Price
- $27.36+0.22% (1D)
- Market cap
- 2.86B
- Price
- $25.18+0.24% (1D)
- Market cap
- 3.68B
- Price
- $24.33+0.21% (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)
98/100 ⭐⭐⭐⭐⭐
- Overall
- +1.6%
- NYSE
- +2.0%
- NASDAQ
- +1.3%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | +1.6% | +2.6% | +3.7% | 19.2 | 98/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +1.4% | +3.5% | +2.4% | 30.2 | 78/100⭐⭐⭐⭐⭐ |
| Healthcare | +0.5% | +1.1% | +1.4% | 24.0 | 69/100⭐⭐⭐⭐ |
| Communication Services | +0.6% | -1.4% | +2.2% | 22.0 | 67/100⭐⭐⭐⭐ |
| Basic Materials | +0.7% | +1.5% | +0.0% | 25.2 | 66/100⭐⭐⭐⭐ |
| Real Estate | +0.2% | +0.7% | -1.8% | 29.4 | 50/100⭐⭐⭐ |
| Energy | -0.5% | -2.2% | -2.6% | 19.4 | 41/100⭐⭐⭐ |
| Utilities | -0.8% | +0.2% | -4.2% | 26.9 | 36/100⭐⭐ |
| Consumer Cyclical | +0.2% | -1.8% | -6.1% | 42.6 | 18/100⭐ |
| Industrials | -0.4% | -0.6% | -10.8% | 29.8 | 18/100⭐ |
| Technology | -0.7% | -2.9% | -8.3% | 40.1 | 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.