/SMTAX
SMTAX Stock - JPMorgan SmartRetirement 2040 Fund Class A
Financial Services|Asset ManagementNASDAQ
$24.02+0.50%
+$0.12 (+0.50%) • Dec 22
63
GoAI Score
GoAI Score
Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.HOLD
Medium Confidence
Momentum
Momentum Score
Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.52
Sentiment
Sentiment Score
Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).70
Risk Score
Risk Score
Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.75
Price Target
Price Target
Average analyst price target from the last quarter. Shows expected upside/downside from current price.+10.0%upside
Target: $26.42
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Active Trade Setup
ENTRY ZONE$23.78 – $24.26
TARGET (TP)$27.62
STOP LOSS$22.10
RISK/REWARD1:1.9
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Price Chart
Financial Statements
Revenue & Profitability Trend
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Revenue
Net Income (Profit)
Net Loss
Key Metrics
Market CapN/A
P/E RatioN/A
Beta1.12
52W High$24.97
52W Low$19.43
Avg VolumeN/A
Income Statement (Fiscal Year)
| Metric | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|
| Revenue | $146.01B | $122.30B | $130.90B | $102.47B | $110.13B |
| Gross Profit | $146.01B | $122.31B | $130.90B | $102.47B | $110.13B |
| Gross Margin | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% |
| Operating Income | $61.74B | $46.17B | $59.56B | $36.93B | $45.10B |
| Net Income | $47.76B | $35.89B | $46.50B | $27.41B | $34.64B |
| Net Margin | 32.7% | 29.3% | 35.5% | 26.7% | 31.5% |
| EPS | $16.23 | $12.09 | $15.36 | $8.88 | $10.72 |
Company Overview
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 generally intended for investors who plan to retire around the year 2040 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.
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Earnings History & Surprises
SMTAXBeat Rate
0%
Last 0 quarters
Avg Surprise
+0%
EPS vs Estimate
Beats / Misses
0/0
Last 12 quarters
Latest EPS
$4.33
Q3 2023
EPS Surprise History
Q3 23
No data
Beat Estimate
Missed Estimate
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q3 2023 | Sep 30, 2023 | — | $4.33 | — | — |
Latest News
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Frequently Asked Questions about SMTAX
What is SMTAX's current stock price?
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) is currently trading at $24.02 per share. The stock has moved +0.50% today.
What is the analyst price target for SMTAX?
No analyst price targets are currently available for this stock.
What sector is JPMorgan SmartRetirement 2040 Fund Class A in?
JPMorgan SmartRetirement 2040 Fund Class A operates in the Financial Services sector, specifically within the Asset Management industry. The company is traded on the NASDAQ exchange.
What is SMTAX's market cap?
JPMorgan SmartRetirement 2040 Fund Class A has a market capitalization of $4.39 billion, making it a mid-cap company.
Does SMTAX pay dividends?
No, JPMorgan SmartRetirement 2040 Fund Class A does not currently pay a dividend to shareholders.
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