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. DNB Bank ASA
0.03% of assets
$317,324 invested
2. National Grid PLC
0.08% of assets
$971,019 invested
3. Westpac Banking Corp
0.08% of assets
$920,583 invested
4. GPT Group
<0.01% of assets
$109,133 invested
5. Sodexo
<0.01% of assets
$113,858 invested
6. Admiral Group PLC
0.01% of assets
$145,655 invested
7. Nielsen Holdings PLC
0.01% of assets
$137,270 invested
8. L'Oreal SA
0.13% of assets
$1.6M invested
9. Procter & Gamble Co
0.44% of assets
$5.31M invested
10. Cummins Inc
0.04% of assets
$445,806 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
$75,661 invested
2. Hilltop Holdings Inc
<0.01% of assets
$62,028 invested
3. Cannae Holdings Inc Ordinary Shares
<0.01% of assets
$72,249 invested
4. Interactive Brokers Group Inc Class A
<0.01% of assets
$118,234 invested
5. Inter Parfums Inc
<0.01% of assets
$60,973 invested
6. New Residential Investment Corp
<0.01% of assets
$106,920 invested
7. Silgan Holdings Inc
<0.01% of assets
$85,575 invested
8. DraftKings Inc Ordinary Shares - Class A
<0.01% of assets
$102,853 invested
9. Iida Group Holdings Co Ltd
<0.01% of assets
$53,919 invested
10. ABC-Mart Inc
<0.01% of assets
$27,061 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: 6/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

5.11% 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: 6/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

5.11% 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: 6/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

5.11% 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: 6/30/22

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

-15.38%

5.25%

6.16%

48 / 100 points

Benchmark

-10.64%

11%

13%

50 / 100 points

Fund compared to benchmark

-4.74%

-5.31%

-5.11%

2 / 100 points lower

Find more financial data on JNYAX at Morningstar.com

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