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
8/30
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$1.13M invested
- 2. National Grid PLC0.07% of assets$993,174 invested
- 3. DNB Bank ASA0.03% of assets$375,427 invested
- 4. Mirvac Group0.01% of assets$180,493 invested
- 5. WPP PLC0.02% of assets$330,957 invested
- 6. Nielsen Holdings PLC0.02% of assets$218,816 invested
- 7. Enel SpA0.11% of assets$1.42M invested
- 8. Danone SA0.08% of assets$1.01M invested
- 9. Wolters Kluwer NV0.05% of assets$619,272 invested
- 10. CaixaBank SA0.02% of assets$272,159 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 A0% of assets$38,034 invested
- 2. Interactive Brokers Group Inc Class A0.01% of assets$108,224 invested
- 3. New Residential Investment Corp0.01% of assets$105,572 invested
- 4. Investors Bancorp Inc0% of assets$66,823 invested
- 5. Hilltop Holdings Inc0% of assets$56,367 invested
- 6. Laureate Education Inc Class A0% of assets$44,831 invested
- 7. EchoStar Corp0% of assets$29,651 invested
- 8. HAL Trust0.02% of assets$311,650 invested
- 9. Silgan Holdings Inc0.01% of assets$163,960 invested
- 10. Stamps.com Inc0.01% of assets$124,876 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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