JPMorgan SmartRetirement® 2050 Fund
Shareclass
JPMorgan SmartRetirement® 2050 R6 (JTSYX)
Type
Open-end mutual fund
Manager
Target date
JPM SmartRetirement Series
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund JPMorgan SmartRetirement® 2050 Fund
FUND COVERAGE
# of holdings1,217
% of assets82%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Transurban Group0.03%$960,843
- 2. QBE Insurance Group Ltd0.14%$4.33M
- 3. Allianz SE0.28%$8.43M
- 4. AstraZeneca PLC0.48%$14.39M
- 5. Standard Chartered PLC0.02%$530,175
- 6. GSK PLC0.05%$1.37M
- 7. National Grid PLC0.09%$2.83M
- 8. Westpac Banking Corp0.03%$807,629
- 9. NatWest Group PLC0.18%$5.28M
- 10. Xero Ltd0.01%$306,628
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TG Therapeutics Inc<0.01%$150,975
- 2. Trump Media & Technology Group Corp<0.01%$56,386
- 3. TKO Group Holdings Inc0.01%$399,182
- 4. Rithm Capital Corp<0.01%$174,693
- 5. AST SpaceMobile Inc Ordinary Shares - Class A0.01%$317,333
- 6. Shopify Inc Registered Shs -A- Subord Vtg0.06%$1.73M
- 7. Servisfirst Bancshares Inc<0.01%$187,105
- 8. Astera Labs Inc0.02%$739,691
- 9. Axos Financial Inc<0.01%$86,431
- 10. FTAI Aviation Ltd0.02%$547,221
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund JPMorgan SmartRetirement® 2050 Fund
Totals
Holdings
Assets
Weight
Prisons
19
$290.67M
9.64%
Prisons high risk
3
$4.56M
0.15%
Private prisons
0
$0
0%
Borders
31
$285.6M
9.48%
Borders high risk
12
$25.84M
0.86%
Total
38
$337.57M
11%
Holdings — 38 flagged holdings
1.
Microsoft Corp
:$118.01M
3.92%
2.
Amazon.com Inc
:$72.62M
2.41%
3.
Alphabet Inc Class A
:$19.68M
0.65%
4.
McDonald's Corp
$17.74M
0.59%
5.
Alphabet Inc Class C
:$14.68M
0.49%
6.
Berkshire Hathaway Inc Class B
$13.16M
0.44%
7.
Walmart Inc
$11.26M
0.37%
8.
RELX PLC
:$9.24M
0.31%
9.
Northrop Grumman Corp
:$6.63M
0.22%
10.
3M Co
$6.37M
0.21%
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® 2050 Fund JTSYX
Environment
Social
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