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JPMorgan SmartRetirement 2040 Fund Class C SMTCX NASDAQ · Financials · United States

$24.22 -0.45% -$0.11

Summary

JPMorgan SmartRetirement 2040 Fund Class C is a mutual fund. It does not trade on an exchange: you buy it from the fund company at a price set once a day.

Dividend yield
1.62%

What speaks for it

Nothing stands out in its favour.

What to watch

  • In the last five years its price once dropped by 37% from its high.

A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.

Price

Performance

1 month
-0.7%
3 months
-2.9%
This year
+6.8%
1 year
+1.7%
3 years
+37%
5 years
-7.5%
10 years
+29%

What does it cost me?

We do not know the costs of this fund.

How has it done?

Growing slowly
A year on average, 10 years
+2.6%
Deepest drop
-37%
Yearly volatility
12%

Average yearly growth over the last ten years: 2.6%. Deepest drop in these years: 37% below the earlier high.

Does it pay dividends?

Yes, it pays out
Yield
1.62%
Payments a year
1
Last payment
$0.39

Over the last 12 months it paid $0.39 per share, which is 1.62% of today's price. The last payment was $0.39 on Dec 31, 2025.

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