JPMorgan SmartRetirement® 2055 Fund
Shareclass
JPMorgan SmartRetirement® 2055 R6 (JFFYX)
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
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
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® 2055 Fund JFFYX
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 Group0.03% of assets$720,035 invested
- 2. QBE Insurance Group Ltd0.1% of assets$2.22M invested
- 3. Allianz SE0.28% of assets$6.01M invested
- 4. AstraZeneca PLC0.51% of assets$10.81M invested
- 5. Standard Chartered PLC0.02% of assets$405,223 invested
- 6. GSK PLC0.05% of assets$1.08M invested
- 7. National Grid PLC0.1% of assets$2.14M invested
- 8. Westpac Banking Corp0.03% of assets$573,180 invested
- 9. NatWest Group PLC0.21% of assets$4.39M invested
- 10. Xero Ltd<0.01% of assets$200,912 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. GRAIL Inc<0.01% of assets$19,944 invested
- 2. Red Rock Resorts Inc Class A<0.01% of assets$565 invested
- 3. TG Therapeutics Inc<0.01% of assets$102,518 invested
- 4. Trump Media & Technology Group Corp<0.01% of assets$36,402 invested
- 5. TKO Group Holdings Inc0.01% of assets$257,581 invested
- 6. Rithm Capital Corp<0.01% of assets$116,388 invested
- 7. EchoStar Corp Class A<0.01% of assets$111,293 invested
- 8. AST SpaceMobile Inc Ordinary Shares - Class A0.02% of assets$358,921 invested
- 9. Construction Partners Inc Class A<0.01% of assets$2,096 invested
- 10. Core Scientific Inc Ordinary Shares - New<0.01% of assets$1,990 invested
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Financial performance
Performance data provided by
Find more financial data on JFFYX at Morningstar.com
Find more financial data on JFFYX 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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