JPMorgan SmartRetirement® 2050 Fund
Fund offered by:
JPMorgan
Ticker: JTSYX
Military weapon grade: Fund is invested in major military contractors and/or nuclear weapons, above the threshold of 1% and below 2%. Assigned a grade of C.
How we track weapon investments
C
$52.63 MILLION
Military weapons
24
military weapon stocks found
1.43%
of assets flagged
Data as of 8/31/21
  For each weapons category, we show the fund's exposure. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Military weapons
Major military contractors
Major military contractors
Top 100 military contractors
23
holdings
$51.46M
invested
1.4%
of portfolio
Cluster munitions and landmines
Cluster munitions and landmines
Manufacturers of weapons banned in 100+ countries
0 direct stock holdings
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments
13
holdings
$48.04M
invested
1.3%
of portfolio
Military weapon companies
24 holdings
24 holdings
  • 1. Leidos Holdings Inc
    Major military contractorsNuclear weapons
    $10.57M
    0.29%
  • 2. Raytheon Technologies Corp
    Major military contractorsNuclear weapons
    $9.09M
    0.25%
  • 3. Northrop Grumman Corp
    Major military contractorsNuclear weapons
    $8.56M
    0.23%
  • 4. Honeywell International Inc
    Major military contractorsNuclear weapons
    $7.12M
    0.19%
  • 5. General Dynamics Corp
    Major military contractorsNuclear weapons
    $4.47M
    0.12%
See all
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

JPMorgan SmartRetirement® 2050 Fund $JTSYX is 1.43% invested in military weapon stocks, with $52.63 MILLION invested across 24 equity holdings
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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: 9/30/21
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 
-4.32% less in annualized returns
Less invested in military weapons 
1.11% less invested
Less invested in major military contractors 
1.14% less invested
Same in manufacturers of cluster munitions/landmines 
Both 0% invested
Less invested in manufacturers/servicers of nuclear weapons 
0.43% 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: 9/30/21
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 
-4.32% less in annualized returns
Less invested in military weapons 
1.11% less invested
Less invested in major military contractors 
1.14% less invested
Same in manufacturers of cluster munitions/landmines 
Both 0% invested
Less invested in manufacturers/servicers of nuclear weapons 
0.43% 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: 9/30/21
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 
-4.32% less in annualized returns
Less invested in military weapons 
1.11% less invested
Less invested in major military contractors 
1.14% less invested
Same in manufacturers of cluster munitions/landmines 
Both 0% invested
Less invested in manufacturers/servicers of nuclear weapons 
0.43% less invested
Month-end trailing returns  
Annualized returns
Weapon analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
JTSYX - JPMorgan SmartRetirement® 2050 Fund
27%
12%
12%
12%
1.43% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
2.53% 
Fund compared to benchmark
 
-2.5%
-3.94%
-4.73%
-4.32%
1.11%  lower
Find more financial data on JTSYX at Morningstar.com
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