JPMorgan SmartRetirement® Blend 2050 Fund
Shareclass
JPMorgan SmartRetirement® Blend 2050 R6 (JNYAX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
JPMorgan SmartRetirement® Blend 2050 Fund JNYAX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Transurban Group0.04% of assets$604,810 invested
- 2. Storebrand ASA<0.01% of assets$90,078 invested
- 3. Diageo PLC0.11% of assets$1.87M invested
- 4. National Grid PLC0.07% of assets$1.12M invested
- 5. GPT Group<0.01% of assets$128,189 invested
- 6. Aena SME SA0.02% of assets$326,805 invested
- 7. Yara International ASA<0.01% of assets$116,006 invested
- 8. Mirvac Group<0.01% of assets$136,511 invested
- 9. L'Oreal SA0.15% of assets$2.59M invested
- 10. Allianz SE0.16% of assets$2.65M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. ABC-Mart Inc<0.01% of assets$43,067 invested
- 2. TG Therapeutics Inc<0.01% of assets$68,765 invested
- 3. Servisfirst Bancshares Inc<0.01% of assets$116,295 invested
- 4. Laureate Education Inc Shs<0.01% of assets$62,359 invested
- 5. Inter Parfums Inc<0.01% of assets$65,105 invested
- 6. Trustmark Corp<0.01% of assets$51,817 invested
- 7. Carvana Co Class A0.02% of assets$304,849 invested
- 8. New Oriental Education & Technology Group Inc Ordinary Shares<0.01% of assets$116,443 invested
- 9. Red Rock Resorts Inc Class A<0.01% of assets$96,029 invested
- 10. Alarm.com Holdings Inc<0.01% of assets$116,155 invested
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Financial performance
Performance data provided byFind more financial data on JNYAX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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