JPMorgan SmartRetirement® 2050 Fund
Shareclass
JPMorgan SmartRetirement® 2050 R6 (JTSYX)
Type
Open-end mutual fund
Manager
Target date
JPM SmartRetirement Series
Gender equality score
55
/ 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
Search more funds
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 Group0.03% of assets$923,185 invested
- 2. GPT Group<0.01% of assets$258,205 invested
- 3. QBE Insurance Group Ltd0.13% of assets$3.69M invested
- 4. Allianz SE0.32% of assets$8.75M invested
- 5. Sanofi SA0.3% of assets$8.37M invested
- 6. AstraZeneca PLC0.42% of assets$11.61M invested
- 7. Standard Chartered PLC0.01% of assets$400,720 invested
- 8. GSK PLC0.05% of assets$1.29M invested
- 9. National Grid PLC0.08% of assets$2.17M invested
- 10. Westpac Banking Corp0.03% of assets$830,535 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$360,753 invested
- 2. Trump Media & Technology Group Corp<0.01% of assets$78,725 invested
- 3. Rithm Capital Corp<0.01% of assets$180,185 invested
- 4. Trustmark Corp<0.01% of assets$12,304 invested
- 5. Core Scientific Inc<0.01% of assets$39,488 invested
- 6. Servisfirst Bancshares Inc<0.01% of assets$168,330 invested
- 7. Axos Financial Inc<0.01% of assets$78,931 invested
- 8. Astera Labs Inc<0.01% of assets$51,329 invested
- 9. FTAI Aviation Ltd0.02% of assets$565,095 invested
- 10. Liberty Broadband Corp Registered Shs Series -C-0.01% of assets$307,936 invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
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
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer