JPMorgan SmartRetirement® Blend 2050 Fund

Shareclass
JPMorgan SmartRetirement® Blend 2050 R6 (JNYAX)
Type
Open-end mutual fund
Manager
Target date
JPMorgan SmartRetirement Blend Series
Prison industrial complex grade: One or more holdings were flagged as private prison operators by our prison industrial complex screen. Assigned a grade of F.
F
$220.78 MILLION
Prison industrial complex
74
flagged holdings
12%
of assets flagged
Data as of 31 Jul 2024
Flagged investments:
$220.78 MILLION, 12% of assets
Higher risk:
$16.17 MILLION, 0.86% of assets
 Private prison operators:
$300,996, 0.02% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
41
holdings
$144.36M
invested
7.71%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
53
holdings
$180.49M
invested
9.63%
of portfolio
This fund is invested in the following private prison operator companies:
CoreCivicGeoGroupSodexo
All flagged holdings
74 holdings
74 holdings
  • 1.  
    Microsoft Corp
    Prison industryBorder industry
    $60.36M
    3.22%
  • 2.  
    Amazon.com Inc
    Prison industryBorder industry
    $33.24M
    1.77%
  • 3.  
    Alphabet Inc Class A
    Border industry
    $19.56M
    1.04%
  • 4.  
    Alphabet Inc Class C
    Border industry
    $16.43M
    0.88%
  • 5.  
    Berkshire Hathaway Inc Class B
    Prison industry
    $15.41M
    0.82%
Higher risk
Private prison operator
See all
JPMorgan SmartRetirement® Blend 2050 Fund $JNYAX is 12% ($220.78 MILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on JNYAX at Morningstar.com
Current fund
JNYAX
JPMorgan SmartRetirement® Blend 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: 8/31/24
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
More invested in private prison operators 
0.02% more invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
0.57% less invested
Less invested in higher risk companies 
0.55% less invested
Less invested in all screened prison industry companies 
7.42% less invested
Less invested in all screened border industry companies 
8.1% less invested
Less invested in all screened companies 
10.62% less invested
Current fund
JNYAX
JPMorgan SmartRetirement® Blend 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: 8/31/24
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
More invested in private prison operators 
0.02% more invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
0.57% less invested
Less invested in higher risk companies 
0.55% less invested
Less invested in all screened prison industry companies 
7.42% less invested
Less invested in all screened border industry companies 
8.1% less invested
Less invested in all screened companies 
10.62% less invested
Current fund
JNYAX
JPMorgan SmartRetirement® Blend 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: 8/31/24
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
More invested in private prison operators 
0.02% more invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
0.57% less invested
Less invested in higher risk companies 
0.55% less invested
Less invested in all screened prison industry companies 
7.42% less invested
Less invested in all screened border industry companies 
8.1% less invested
Less invested in all screened companies 
10.62% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
JNYAX - JPMorgan SmartRetirement® Blend 2050 Fund
21%
4.9%
11%
8.31%
0.02% 
Benchmark
IVV - iShares Core S&P 500 ETF
27%
9.35%
16%
13%
0% 
Fund compared to benchmark
 
-5.83%
-4.45%
-5.35%
-4.63%
0.02%  higher
Find more financial data on JNYAX at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
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