Mutual fund
JPMorgan SmartRetirement® 2050 Fund
TickerJTSYX
Fund manager
Gender equality score
51
/ 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
8/30
Policies promoting gender equality
17/20
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® 2050 Fund JTSYX
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. Mirvac Group0.02% of assets$481,140 invested
- 2. Diageo PLC0.34% of assets$9.08M invested
- 3. Medibank Private Ltd0.02% of assets$622,234 invested
- 4. Allianz SE0.35% of assets$9.41M invested
- 5. UBS Group AG0.04% of assets$1.13M invested
- 6. Westpac Banking Corp0.07% of assets$1.93M invested
- 7. GPT Group0.01% of assets$306,646 invested
- 8. L'Oreal SA0.3% of assets$8.03M invested
- 9. Standard Chartered PLC0.1% of assets$2.71M invested
- 10. Dow Inc0.02% of assets$543,598 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. Interactive Brokers Group Inc Class A<0.01% of assets$214,788 invested
- 2. Laureate Education Inc Shs<0.01% of assets$21,943 invested
- 3. Rithm Capital Corp<0.01% of assets$104,588 invested
- 4. Servisfirst Bancshares Inc0.01% of assets$393,109 invested
- 5. Madison Square Garden Sports Corp Class A<0.01% of assets$84,637 invested
- 6. QuantumScape Corp Ordinary Shares - Class A<0.01% of assets$64,576 invested
- 7. EchoStar Corp Class A<0.01% of assets$53,398 invested
- 8. Axos Financial Inc<0.01% of assets$52,765 invested
- 9. Xinyi Glass Holdings Ltd0.03% of assets$774,759 invested
- 10. Southern Copper Corp<0.01% of assets$100,722 invested
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Financial performance
Performance data provided by
Find more financial data on JTSYX at Morningstar.com
Find more financial data on JTSYX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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