JPMorgan SmartRetirement® Blend 2050 Fund
Fund offered by:
Ticker: JNYAX
Gender equality score
46
/ 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
22/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
17/20
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]
Basic
Expanded
Environment report card
Social report card
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. Mirvac Group0.01% of assets$128,221 invested
- 2. DNB Bank ASA0.03% of assets$335,876 invested
- 3. National Grid PLC0.09% of assets$1.11M invested
- 4. Westpac Banking Corp0.09% of assets$1.13M invested
- 5. Sodexo<0.01% of assets$119,531 invested
- 6. Admiral Group PLC0.01% of assets$164,794 invested
- 7. Nielsen Holdings PLC0.01% of assets$130,862 invested
- 8. WPP PLC0.02% of assets$291,340 invested
- 9. Procter & Gamble Co0.4% of assets$4.9M invested
- 10. Transurban Group0.05% of assets$593,172 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$41,735 invested
- 2. Laureate Education Inc Shs<0.01% of assets$64,105 invested
- 3. Hilltop Holdings Inc<0.01% of assets$59,775 invested
- 4. Interactive Brokers Group Inc Class A0.01% of assets$124,044 invested
- 5. New Residential Investment Corp<0.01% of assets$115,709 invested
- 6. EchoStar Corp<0.01% of assets$34,861 invested
- 7. Instil Bio Inc<0.01% of assets$4,558 invested
- 8. Workman Co Ltd<0.01% of assets$15,459 invested
- 9. Cannae Holdings Inc Ordinary Shares<0.01% of assets$72,173 invested
- 10. Mueller Industries Inc<0.01% of assets$119,710 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 JNYAX at Morningstar.com
Find more financial data on JNYAX 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
Recent blog posts
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:
