Is JPMorgan SmartRetirement 2040 Fund Class A overvalued?

JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) looks overvalued — trading about 47% above its fair value.

Overvalued

Price

$25.56

Fair value

$13.46

Current P/E

5.9

Normal P/E

3.1

Market cap

$3.73B

Dividend yield

382.5%

Return on equity

14.6%

Sector

Financial Services

Fair value compares SMTAX's current P/E to its own historical "normal" P/E (FAST Graphs-style). Updated 1 Jul 2026.

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