JPMorgan SmartRetirement 2050 Fund - JPMorgan
Shareclass
JPMorgan SmartRetirement 2050 Fund Class A (JTSAX)
Type
Open-end mutual fund
Manager
Filing
Target date
JPMorgan SmartRetirement Fund - JPMorgan
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
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 2050 Fund - JPMorgan JTSAX
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 Group0.03% of assets$948,199 invested
- 2. Sanofi SA0.1% of assets$2.88M invested
- 3. GSK PLC0.05% of assets$1.44M invested
- 4. QBE Insurance Group Ltd0.04% of assets$1.03M invested
- 5. L'Oreal SA0.04% of assets$1.02M invested
- 6. Allianz SE0.34% of assets$9.67M invested
- 7. STANDARD CHARTERED PLC0.15% of assets$4.19M invested
- 8. UniCredit SpA0.4% of assets$11.46M invested
- 9. NATIONAL GRID PLC0.1% of assets$2.74M invested
- 10. Westpac Banking Corp0.03% of assets$720,623 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. Taiwan Semiconductor Manufacturing Co Ltd1.07% of assets$30.52M invested
- 2. Samsung Electronics Co Ltd0.59% of assets$16.87M invested
- 3. Taiwan Semiconductor Manufacturing Co Ltd0.41% of assets$11.56M invested
- 4. Contemporary Amperex Technology Co Ltd0.06% of assets$1.64M invested
- 5. Ping An Insurance Group Co of China Ltd0.04% of assets$1.28M invested
- 6. Bharti Airtel Ltd0.04% of assets$1.19M invested
- 7. Petroleo Brasileiro SA - Petrobras0.04% of assets$1.17M invested
- 8. China Construction Bank Corp0.04% of assets$1.13M invested
- 9. Reliance Industries Ltd0.04% of assets$1.08M invested
- 10. China Merchants Bank Co Ltd0.04% of assets$1.01M invested
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