JPMorgan SmartRetirement® Blend 2050 Fund
Shareclass
JPMorgan SmartRetirement® Blend 2050 R6 (JNYAX)
Type
Open-end mutual fund
Manager
Target date
JPMorgan SmartRetirement Blend Series
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund JPMorgan SmartRetirement® Blend 2050 Fund
FUND COVERAGE
# of holdings2,124
% of assets81%
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%$711,949
- 2. GPT Group<0.01%$171,848
- 3. QBE Insurance Group Ltd0.02%$519,206
- 4. Allianz SE0.19%$4.11M
- 5. International Flavors & Fragrances Inc0.02%$360,810
- 6. AstraZeneca PLC0.28%$6.01M
- 7. Qantas Airways Ltd<0.01%$135,506
- 8. ASX Ltd<0.01%$189,572
- 9. Standard Chartered PLC0.04%$918,111
- 10. Aena SME SA0.02%$508,439
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc<0.01%$51,817
- 2. Red Rock Resorts Inc Class A<0.01%$108,090
- 3. TG Therapeutics Inc<0.01%$146,341
- 4. Trump Media & Technology Group Corp<0.01%$54,655
- 5. TKO Group Holdings Inc0.03%$610,586
- 6. EchoStar Corp Class A0.02%$357,818
- 7. Rithm Capital Corp<0.01%$169,330
- 8. AST SpaceMobile Inc Ordinary Shares - Class A0.01%$307,592
- 9. Construction Partners Inc Class A<0.01%$208,035
- 10. Core Scientific Inc Ordinary Shares - New<0.01%$173,828
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® Blend 2050 Fund
Totals
Holdings
Assets
Weight
Prisons
38
$222.63M
10%
Prisons high risk
9
$4.14M
0.19%
Private prisons
2
$172,062
<0.01%
Borders
49
$221.07M
10%
Borders high risk
22
$26.09M
1.21%
Total
68
$267.54M
12%
Holdings — 68 flagged holdings
1.
Microsoft Corp
:$78.75M
3.64%
2.
Amazon.com Inc
:$43.93M
2.03%
3.
Alphabet Inc Class A
:$22.18M
1.03%
4.
Alphabet Inc Class C
:$17.98M
0.83%
5.
Berkshire Hathaway Inc Class B
$17.18M
0.8%
6.
Walmart Inc
$8.41M
0.39%
7.
Costco Wholesale Corp
$8.28M
0.38%
8.
Palantir Technologies Inc Ordinary Shares - Class A
:$6.69M
0.31%
9.
HSBC Holdings PLC
:$6.22M
0.29%
10.
Salesforce Inc
:$4.92M
0.23%
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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