JPMorgan SmartRetirement® 2050 Fund

Shareclass
JPMorgan SmartRetirement® 2050 R6 (JTSYX)
Type
Open-end mutual fund
Manager
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$328.12 MILLION
Prison industrial complex
50
flagged holdings
13%
of assets flagged
Data as of 31 Dec 2023
Flagged investments:
$328.12 MILLION, 13% of assets
Higher risk:
$26.45 MILLION, 1.02% of assets
 Private prison operators:
$0, 0% 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
29
holdings
$232M
invested
8.93%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
42
holdings
$304.83M
invested
12%
of portfolio
All flagged holdings
50 holdings
50 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $92.63M
    3.56%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $52.08M
    2%
  • 3.  Alphabet Inc Class C
    Border industry
    $19.47M
    0.75%
  • 4.  Wells Fargo & Co
    Prison industryBorder industry
    $17.65M
    0.68%
  • 5.  Alphabet Inc Class A
    Border industry
    $15.32M
    0.59%
Higher risk
Private prison operator
See all
JPMorgan SmartRetirement® 2050 Fund $JTSYX is 13% ($328.12 MILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on JTSYX at Morningstar.com
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: 1/31/24
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 
-4.48% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.13% less invested
Less invested in higher risk companies, border industry 
0.24% less invested
Less invested in higher risk companies 
0.24% less invested
Less invested in all screened prison industry companies 
8.55% less invested
Less invested in all screened border industry companies 
9.86% less invested
Less invested in all screened companies 
12.49% less invested
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: 1/31/24
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 
-4.48% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.13% less invested
Less invested in higher risk companies, border industry 
0.24% less invested
Less invested in higher risk companies 
0.24% less invested
Less invested in all screened prison industry companies 
8.55% less invested
Less invested in all screened border industry companies 
9.86% less invested
Less invested in all screened companies 
12.49% less invested
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: 1/31/24
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 
-4.48% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.13% less invested
Less invested in higher risk companies, border industry 
0.24% less invested
Less invested in higher risk companies 
0.24% less invested
Less invested in all screened prison industry companies 
8.55% less invested
Less invested in all screened border industry companies 
9.86% less invested
Less invested in all screened companies 
12.49% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
JTSYX - JPMorgan SmartRetirement® 2050 Fund
12%
5.12%
9.3%
8.09%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
0% 
Fund compared to benchmark
 
-8.45%
-5.84%
-4.96%
-4.48%
Same
Find more financial data on JTSYX 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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