JPMorgan SmartRetirement 2040 Fund Class A Stock Analysis & AI Score
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) has an ST Score of 65.6 (B), driven by its Growth (A+) and held back by its Momentum (C). SMTAX last traded at $25.45.
Composite rating from 8 factors. Tap a factor to see the metrics behind its grade.
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Analysis by AISMTAX Stock Price History
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Company Information
| Employees | — |
| CEO | — |
| Sector | Financial Services |
| Industry | Asset Management |
| IPO Date | — |
| Website | — |
| Country | — |
| Exchange | NASDAQ |
SEC Filings
Annual Report (10-K)
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Quarterly Report (10-Q)
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Analyst Price Target
ESG Score
SMTAX Latest Stock News
ST Score
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) has an ST Score of 65.6 (B), driven by its Growth (A+) and held back by its Momentum (C). SMTAX last traded at $25.45.
- Strongest
- GrowthA+
- Weakest
- MomentumC
All factor grades
- GrowthA+
- ValuationA
- ProfitabilityB-
- Financial StrengthB-
- MomentumC
- Piotroski5/9
Press Releases
Company Contact Details
SMTAX stock: frequently asked questions
What is SMTAX's ST Score?
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) has an ST Score of 65.6 (B), on our 0–100 scale where higher is stronger. The ST Score combines eight factor grades — valuation, profitability, financial strength, momentum, growth, forecast, sentiment and Piotroski — into a single A+ to F rating.
Is SMTAX a buy, hold, or sell?
Our ST Score grades it B (65.6/100). The ST Score is a data-driven signal, not a recommendation.
What are SMTAX's factor grades?
Valuation A, Profitability B-, Financial Strength B-, Momentum C, Growth A+.
What is SMTAX's valuation grade?
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) earns a valuation grade of A, measured against Asset Management peers. The valuation factor looks at multiples such as P/E, P/S, P/B, EV/EBITDA and free cash flow yield.
What is SMTAX's growth grade?
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) earns a growth grade of A+, measured against Asset Management peers. The growth factor looks at revenue, earnings and cash flow growth over recent quarters and years.
What is SMTAX's profitability grade?
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) earns a profitability grade of B-, measured against Asset Management peers. The profitability factor looks at margins and returns such as gross margin, net margin, ROE and ROIC.
What is SMTAX's financial strength grade?
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) earns a financial strength grade of B-, measured against Asset Management peers. The financial strength factor looks at debt levels, liquidity and coverage ratios.
What is SMTAX's Piotroski score?
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) has a Piotroski F-Score of 5 out of 9. The Piotroski score checks nine accounting signals covering profitability, leverage and operating efficiency; scores of 8–9 are considered strong and 0–2 weak.