JPMorgan SmartRetirement® Blend 2050 Fund | Gender equality score

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. GPT Group
<0.01% of assets
$94,753 invested
2. Medibank Private Ltd
<0.01% of assets
$88,762 invested
3. Yara International ASA
0.01% of assets
$130,107 invested
4. DNB Bank ASA
0.03% of assets
$284,368 invested
5. Mirvac Group
<0.01% of assets
$93,511 invested
6. National Grid PLC
0.07% of assets
$755,122 invested
7. Westpac Banking Corp
0.09% of assets
$966,611 invested
8. L'Oreal SA
0.13% of assets
$1.42M invested
9. Sodexo
0.01% of assets
$133,074 invested
10. Procter & Gamble Co
0.44% of assets
$4.63M 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. Laureate Education Inc Shs
<0.01% of assets
$51,905 invested
2. Hilltop Holdings Inc
<0.01% of assets
$49,401 invested
3. Cannae Holdings Inc Ordinary Shares
<0.01% of assets
$64,249 invested
4. Interactive Brokers Group Inc Class A
0.02% of assets
$171,916 invested
5. Inter Parfums Inc
<0.01% of assets
$53,698 invested
6. Silgan Holdings Inc
<0.01% of assets
$82,738 invested
7. Rithm Capital Corp
<0.01% of assets
$82,081 invested
8. DraftKings Inc Ordinary Shares - Class A
0.01% of assets
$147,808 invested
9. ABC-Mart Inc
<0.01% of assets
$24,680 invested
10. Red Rock Resorts Inc A
<0.01% of assets
$77,009 invested

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Financial performance

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Gender Equality and Returns

Returns chart for JPMorgan SmartRetirement® Blend 2050 Fund

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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.

Benchmarking tool

Current fund

JNYAX

JPMorgan SmartRetirement® Blend 2050 Fund

Family

JPMorgan

Category

Target-Date 2050

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vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 10/31/22

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

4.98% 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

JNYAX

JPMorgan SmartRetirement® Blend 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: 10/31/22

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

4.98% 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

JNYAX

JPMorgan SmartRetirement® Blend 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: 10/31/22

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

4.98% 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: 10/31/22

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
JNYAX - JPMorgan SmartRetirement® Blend 2050 Fund

-19.16%

3.77%

4.62%

7.76%

49 / 100 points

Benchmark

-14.64%

10%

13%

51 / 100 points

Fund compared to benchmark

-4.53%

-6.41%

-5.79%

-4.98%

2 / 100 points lower

Find more financial data on JNYAX at Morningstar.com

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