JPMorgan SmartRetirement® 2050 Fund

Shareclass

JPMorgan SmartRetirement® 2050 R6 (JTSYX)

Type

Open-end mutual fund

Manager

JPMorgan

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

71.8

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 200 out of 705 funds

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Groups

Environment

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex
Investments in prisons and borders industry, including private prison operators

Military weapons
Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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 PLC
0.28% of assets
$7.16M invested
2. Mirvac Group
0.02% of assets
$533,768 invested
3. Westpac Banking Corp
0.08% of assets
$1.96M invested
4. GPT Group
0.01% of assets
$284,951 invested
5. AstraZeneca PLC
0.51% of assets
$12.92M invested
6. Allianz SE
0.37% of assets
$9.47M invested
7. Medibank Private Ltd
0.03% of assets
$711,488 invested
8. L'Oreal SA
0.3% of assets
$7.71M invested
9. UBS Group AG
0.06% of assets
$1.49M invested
10. Standard Chartered PLC
0.11% of assets
$2.79M 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. Servisfirst Bancshares Inc
0.01% of assets
$341,740 invested
2. Madison Square Garden Sports Corp Class A
<0.01% of assets
$87,496 invested
3. Axos Financial Inc
<0.01% of assets
$76,479 invested
4. EchoStar Corp Class A
<0.01% of assets
$59,309 invested
5. Laureate Education Inc Shs
<0.01% of assets
$42,501 invested
6. Inter Parfums Inc
<0.01% of assets
$69,119 invested
7. Karuna Therapeutics Inc
<0.01% of assets
$157,112 invested
8. Houlihan Lokey Inc Class A
<0.01% of assets
$146,609 invested
9. Liberty Broadband Corp Registered Shs Series -C-
0.09% of assets
$2.23M invested
10. SpringWorks Therapeutics Inc Ordinary Shares
<0.01% of assets
$58,119 invested

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Financial performance

Performance data provided by

Find 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

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

Performance as of date: 8/31/23

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
JTSYX - JPMorgan SmartRetirement® 2050 Fund

12%

6.89%

6.73%

8.29%

52 / 100 points

Benchmark

16%

10%

11%

13%

54 / 100 points

Fund compared to benchmark

-3.44%

-3.6%

-4.36%

-4.48%

2 / 100 points lower

Find more financial data on JTSYX at Morningstar.com

What's next?

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