JPMorgan SmartRetirement® Blend 2050 Fund
Fund offered by:
Ticker: JNYAX
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
16/20
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® Blend 2050 Fund [JNYAX]
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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. General Motors Co0.08% of assets$1.08M invested
- 2. National Grid PLC0.07% of assets$996,322 invested
- 3. Mirvac Group0.01% of assets$168,916 invested
- 4. Nielsen Holdings PLC<0.01% of assets$121,504 invested
- 5. WPP PLC0.03% of assets$370,412 invested
- 6. Severn Trent PLC0.01% of assets$190,464 invested
- 7. Johnson Matthey PLC0.01% of assets$149,268 invested
- 8. Gjensidige Forsikring ASA<0.01% of assets$94,968 invested
- 9. Covivio SA<0.01% of assets$82,221 invested
- 10. Castellum AB<0.01% of assets$121,650 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. Sinclair Broadcast Group Inc Class A<0.01% of assets$32,194 invested
- 2. Hilltop Holdings Inc<0.01% of assets$56,133 invested
- 3. Laureate Education Inc Class A<0.01% of assets$44,345 invested
- 4. Interactive Brokers Group Inc Class A<0.01% of assets$120,208 invested
- 5. New Residential Investment Corp<0.01% of assets$117,482 invested
- 6. EchoStar Corp<0.01% of assets$24,521 invested
- 7. Investors Bancorp Inc<0.01% of assets$66,967 invested
- 8. Cannae Holdings Inc Ordinary Shares<0.01% of assets$72,249 invested
- 9. Mueller Industries Inc<0.01% of assets$76,262 invested
- 10. Inter Parfums Inc<0.01% of assets$41,515 invested
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Financial performance
Performance data provided by
Find more financial data on JNYAX at Morningstar.com
Find more financial data on JNYAX at Morningstar.comGender Equality and Returns
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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.
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