Intrinsic value of JPMorgan SmartRetirement 2040 Fund Class R5 (SMTIX)

Live fair value data for JPMorgan SmartRetirement 2040 Fund Class R5 (SMTIX) is currently unavailable. Please check again shortly.

Fallback estimate (fair value API unavailable)

Intrinsic Value (Fair Value): Unlock fair value

Upside: +33.0%

Margin of Safety: +24.8%

Current Price: $385.00

Valuation: Undervalued

Confidence: 8.0/10

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Market Price $385.00Intrinsic Value Locked
Undervalued ✅Fair Value ⚖️Overvalued ❌

This intrinsic value is calculated using 5 different models based on projected revenue growth, profit margins, and a standard discount rate.

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Is JPMorgan SmartRetirement 2040 Fund Class R5 (SMTIX) undervalued or overvalued?

Based on the current model output, JPMorgan SmartRetirement 2040 Fund Class R5 appears to be undervalued with a upside of 33.00%.

Fair value vs market price — JPMorgan SmartRetirement 2040 Fund Class R5 (SMTIX)

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Frequently Asked Questions - SMTIX

How is SMTIX intrinsic value estimated?

We combine revenue growth, discount rate, and terminal growth assumptions to estimate a fair value range for SMTIX.

Is SMTIX undervalued or overvalued right now?

SMTIX is currently shown as undervalued based on the difference between market price and intrinsic value.

How should I use the confidence score?

The confidence score (0 to 10) indicates model certainty from available inputs. Higher values suggest stronger model consistency, not a guarantee of returns.

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