JPMorgan SmartRetirement® 2050 Fund
Shareclass
JPMorgan SmartRetirement® 2050 R6 (JTSYX)
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® 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. Diageo PLC0.19% of assets$4.61M invested
- 2. National Grid PLC0.02% of assets$585,239 invested
- 3. GPT Group0.01% of assets$266,337 invested
- 4. Mirvac Group0.02% of assets$434,482 invested
- 5. L'Oreal SA0.2% of assets$4.84M invested
- 6. Allianz SE0.37% of assets$9.21M invested
- 7. AstraZeneca PLC0.45% of assets$11.09M invested
- 8. Commonwealth Bank of Australia0.08% of assets$2.06M invested
- 9. Westpac Banking Corp0.05% of assets$1.19M invested
- 10. Medibank Private Ltd0.03% of assets$628,898 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. TG Therapeutics Inc<0.01% of assets$149 invested
- 2. Servisfirst Bancshares Inc0.02% of assets$382,574 invested
- 3. Laureate Education Inc Shs<0.01% of assets$39,933 invested
- 4. EchoStar Corp Class A<0.01% of assets$12,632 invested
- 5. Inter Parfums Inc<0.01% of assets$61,322 invested
- 6. Trustmark Corp<0.01% of assets$103 invested
- 7. Carvana Co Class A<0.01% of assets$18,035 invested
- 8. Red Rock Resorts Inc Class A<0.01% of assets$175 invested
- 9. Karuna Therapeutics Inc0.01% of assets$261,993 invested
- 10. Alarm.com Holdings Inc<0.01% of assets$194 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
Enlarge
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.
Benchmarking tool
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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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