JPMorgan SmartRetirement® 2050 Fund
Shareclass
JPMorgan SmartRetirement® 2050 R6 (JTSYX)
Type
Open-end mutual fund
Manager
Target date
JPM SmartRetirement Series
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
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
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. Transurban Group0.02% of assets$573,137 invested
- 2. QBE Insurance Group Ltd0.07% of assets$1.86M invested
- 3. GPT Group<0.01% of assets$265,111 invested
- 4. Allianz SE0.28% of assets$8.11M invested
- 5. Sanofi SA0.26% of assets$7.41M invested
- 6. AstraZeneca PLC0.4% of assets$11.49M invested
- 7. Standard Chartered PLC0.05% of assets$1.39M invested
- 8. Standard Chartered PLC GDR<0.01% of assets$7,519 invested
- 9. GSK PLC0.06% of assets$1.62M invested
- 10. National Grid PLC0.04% of assets$1.14M 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. TKO Group Holdings Inc0.01% of assets$318,218 invested
- 2. Rithm Capital Corp<0.01% of assets$176,473 invested
- 3. Trustmark Corp<0.01% of assets$13,314 invested
- 4. Servisfirst Bancshares Inc<0.01% of assets$170,663 invested
- 5. Astera Labs Inc<0.01% of assets$105,246 invested
- 6. Axos Financial Inc<0.01% of assets$85,005 invested
- 7. FTAI Aviation Ltd0.03% of assets$853,261 invested
- 8. Liberty Broadband Corp Registered Shs Series -C-<0.01% of assets$257,527 invested
- 9. Liberty Broadband Corp Registered Shs Series -A-<0.01% of assets$40,069 invested
- 10. Vicor Corp<0.01% of assets$135,554 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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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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