Mutual fund
JPMorgan SmartRetirement® Blend 2050 Fund
TickerJNYAX
Fund manager
Gender equality score
51
/ 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
24/40
Equal compensation and work life balance
8/30
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
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. Mirvac Group<0.01% of assets$107,688 invested
- 2. Diageo PLC0.14% of assets$1.77M invested
- 3. Medibank Private Ltd<0.01% of assets$110,647 invested
- 4. Allianz SE0.13% of assets$1.72M invested
- 5. UBS Group AG0.11% of assets$1.37M invested
- 6. Aena SME SA0.02% of assets$203,809 invested
- 7. Yara International ASA0.01% of assets$138,923 invested
- 8. National Grid PLC0.07% of assets$871,965 invested
- 9. Westpac Banking Corp0.07% of assets$948,959 invested
- 10. GPT Group<0.01% of assets$108,387 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. Interactive Brokers Group Inc Class A0.02% of assets$215,283 invested
- 2. Inter Parfums Inc<0.01% of assets$99,179 invested
- 3. Laureate Education Inc Shs<0.01% of assets$73,628 invested
- 4. Rithm Capital Corp<0.01% of assets$104,829 invested
- 5. ABC-Mart Inc<0.01% of assets$26,794 invested
- 6. Red Rock Resorts Inc A<0.01% of assets$98,551 invested
- 7. Servisfirst Bancshares Inc<0.01% of assets$88,025 invested
- 8. Madison Square Garden Sports Corp Class A<0.01% of assets$84,833 invested
- 9. QuantumScape Corp Ordinary Shares - Class A<0.01% of assets$64,725 invested
- 10. Axos Financial Inc<0.01% of assets$116,505 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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