JPMorgan SmartRetirement® 2050 Fund
Fund offered by:
JPMorgan
Ticker: JTSYX
Gender equality score
Gender equality score

47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

C
42.2
percentile

Universe: Groups

Group: Allocation Funds

Ranking: 198 out of 341 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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 Co
    0.07% of assets
    $2.46M invested
  • 2. Wolters Kluwer NV
    0.03% of assets
    $1.02M invested
  • 3. Enel SpA
    0.03% of assets
    $1M invested
  • 4. Procter & Gamble Co
    0.25% of assets
    $8.98M invested
  • 5. National Australia Bank Ltd
    0.02% of assets
    $625,164 invested
  • 6. Wells Fargo & Co
    0.72% of assets
    $26.22M invested
  • 7. Diageo PLC
    0.59% of assets
    $21.6M invested
  • 8. L'Oreal SA
    0.41% of assets
    $15.14M invested
  • 9. Citigroup Inc
    0.23% of assets
    $8.55M invested
  • 10. AXA SA
    0.08% of assets
    $3.05M invested
Bottom scoring holdings
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% of assets
    $53,125 invested
  • 2. Investors Bancorp Inc
    0% of assets
    $156,762 invested
  • 3. Hilltop Holdings Inc
    0% of assets
    $106,702 invested
  • 4. Interactive Brokers Group Inc Class A
    0% of assets
    $98,553 invested
  • 5. New Residential Investment Corp
    0% of assets
    $96,138 invested
  • 6. EchoStar Corp
    0% of assets
    $53,716 invested
  • 7. Roku Inc Class A
    0.1% of assets
    $3.5M invested
  • 8. DraftKings Inc Ordinary Shares - Class A
    0.05% of assets
    $1.85M invested
  • 9. Zscaler Inc
    0.05% of assets
    $1.83M invested
  • 10. Stamps.com Inc
    0% of assets
    $113,717 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on JTSYX at Morningstar.com
Gender Equality and Returns
Returns chart for JPMorgan SmartRetirement® 2050 Fund
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
Current fund
JTSYX
JPMorgan SmartRetirement® 2050 Fund
Family
JPMorgan
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.63% 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
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
JTSYX
JPMorgan SmartRetirement® 2050 Fund
Family
JPMorgan
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.63% 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
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
JTSYX
JPMorgan SmartRetirement® 2050 Fund
Family
JPMorgan
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.63% 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
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
JTSYX - JPMorgan SmartRetirement® 2050 Fund
29%
14%
13%
12%
47  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
31%
18%
18%
16%
49  / 100 points
Fund compared to benchmark
 
-2.03%
-4.5%
-4.83%
-4.63%
2  / 100 points lower
Find more financial data on JTSYX at Morningstar.com
What's next?
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