JPMorgan SmartRetirement Blend 2050 Fund - JPMorgan
Shareclass
JPMorgan SmartRetirement Blend 2050 Fund Class I (JNEAX)
Type
Open-end mutual fund
Manager
Filing
Target date
JPMorgan SmartRetirement Blend Fund - JPMorgan
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
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 Blend 2050 Fund - JPMorgan JNEAX
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$825,850 invested
- 2. GPT Group/The<0.01% of assets$174,146 invested
- 3. QBE Insurance Group Ltd0.03% of assets$645,377 invested
- 4. Allianz SE0.19% of assets$4.58M invested
- 5. International Flavors & Fragrances Inc0.02% of assets$400,198 invested
- 6. AstraZeneca PLC0.31% of assets$7.76M invested
- 7. Qantas Airways Ltd<0.01% of assets$119,624 invested
- 8. ASX Ltd<0.01% of assets$223,584 invested
- 9. Standard Chartered PLC0.05% of assets$1.22M invested
- 10. Aena SME SA0.02% of assets$529,693 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. Taiwan Semiconductor Manufacturing Co Ltd1.13% of assets$27.95M invested
- 2. Samsung Electronics Co Ltd0.52% of assets$12.87M invested
- 3. China Construction Bank Corp0.08% of assets$1.98M invested
- 4. Reliance Industries Ltd0.08% of assets$1.85M invested
- 5. Petroleo Brasileiro SA - Petrobras0.06% of assets$1.39M invested
- 6. Ping An Insurance Group Co of China Ltd0.04% of assets$1.09M invested
- 7. Industrial & Commercial Bank of China Ltd0.04% of assets$977,078 invested
- 8. Bharti Airtel Ltd0.04% of assets$965,452 invested
- 9. Itau Unibanco Holding SA0.04% of assets$959,921 invested
- 10. PetroChina Co Ltd0.03% of assets$846,414 invested
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