JPMorgan SmartRetirement® 2050 Fund

Shareclass
JPMorgan SmartRetirement® 2050 R6 (JTSYX)
Type
Open-end mutual fund
Manager
Gender equality score
Gender equality score

53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
67.1
percentile

Universe: Groups

Group: Allocation Funds

Ranking: 223 out of 675 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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 PLC
    0.22% of assets
    $5.73M invested
  • 2. GPT Group
    0.01% of assets
    $313,260 invested
  • 3. National Grid PLC
    0.02% of assets
    $645,914 invested
  • 4. Mirvac Group
    0.02% of assets
    $473,832 invested
  • 5. L'Oreal SA
    0.24% of assets
    $6.2M invested
  • 6. Medibank Private Ltd
    0.03% of assets
    $741,541 invested
  • 7. Allianz SE
    0.38% of assets
    $9.76M invested
  • 8. AstraZeneca PLC
    0.48% of assets
    $12.43M invested
  • 9. Westpac Banking Corp
    0.05% of assets
    $1.19M invested
  • 10. UBS Group AG
    0.1% of assets
    $2.63M invested
Bottom scoring holdings
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. Servisfirst Bancshares Inc
    0.01% of assets
    $385,510 invested
  • 2. Laureate Education Inc Shs
    <0.01% of assets
    $45,121 invested
  • 3. EchoStar Corp Class A
    <0.01% of assets
    $16,167 invested
  • 4. Inter Parfums Inc
    <0.01% of assets
    $65,742 invested
  • 5. Carvana Co Class A
    <0.01% of assets
    $22,773 invested
  • 6. Karuna Therapeutics Inc
    0.01% of assets
    $296,119 invested
  • 7. Liberty Broadband Corp Registered Shs Series -C-
    0.07% of assets
    $1.76M invested
  • 8. FTAI Aviation Ltd
    <0.01% of assets
    $111,055 invested
  • 9. SpringWorks Therapeutics Inc Ordinary Shares
    <0.01% of assets
    $67,110 invested
  • 10. China International Capital Corp Ltd Shs -H- Unitary 144A/Reg S
    <0.01% of assets
    $74,370 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on JTSYX at Morningstar.com
Gender Equality and Returns
Returns chart for JPMorgan SmartRetirement® 2050 Fund
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
Current fund
JTSYX
JPMorgan SmartRetirement® 2050 Fund
Family
JPMorgan
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.48% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Higher equal compensation and work life balance score 
1 / 30 points higher
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
JTSYX
JPMorgan SmartRetirement® 2050 Fund
Family
JPMorgan
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.48% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Higher equal compensation and work life balance score 
1 / 30 points higher
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
JTSYX
JPMorgan SmartRetirement® 2050 Fund
Family
JPMorgan
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.48% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Higher equal compensation and work life balance score 
1 / 30 points higher
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
JTSYX - JPMorgan SmartRetirement® 2050 Fund
12%
5.12%
9.3%
8.09%
53  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
55  / 100 points
Fund compared to benchmark
 
-8.45%
-5.84%
-4.96%
-4.48%
2  / 100 points lower
Find more financial data on JTSYX at Morningstar.com
What's next?
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