JPMorgan SmartRetirement® Blend 2050 Fund

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JPMorgan SmartRetirement® Blend 2050 R6 (JNYAX)
Type
Open-end mutual fund
Manager
Military weapon grade: Fund is invested in military contractors above the threshold of 2.5% and below the threshold of 4%. Assigned a grade of D.
How we track weapon investments
D
$40.88 MILLION
Military weapons
106
military weapon stocks found
2.56%
of assets flagged
Data as of 31 Jan 2024
Military weapons
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
106
holdings
$40.88M
invested
2.56%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
51
holdings
$29.29M
invested
1.83%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
19
holdings
$10.54M
invested
0.66%
of portfolio
Military weapon companies
106 holdings
106 holdings
  • 1.  General Electric Co
    Nuclear weapons
    $2.61M
    0.16%
  • 2.  Honeywell International Inc
    Nuclear weapons
    $2.41M
    0.15%
  • 3.  RTX Corp
    Nuclear weapons
    $2.37M
    0.15%
  • 4.  Airbus SE
    Nuclear weapons
    $2.31M
    0.14%
  • 5.  Boeing Co
    Nuclear weaponsControversial weapons
    $2.17M
    0.14%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
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® Blend 2050 Fund earns a D grade for investments in military weapons
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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: 2/29/24
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 
-4.69% less in annualized returns
Less invested in military weapons 
0.54% less invested
Less invested in major military contractors 
0.54% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.54% less invested
Less invested in manufacturers of controversial weapons 
0.41% 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: 2/29/24
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 
-4.69% less in annualized returns
Less invested in military weapons 
0.54% less invested
Less invested in major military contractors 
0.54% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.54% less invested
Less invested in manufacturers of controversial weapons 
0.41% 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: 2/29/24
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 
-4.69% less in annualized returns
Less invested in military weapons 
0.54% less invested
Less invested in major military contractors 
0.54% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.54% less invested
Less invested in manufacturers of controversial weapons 
0.41% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
JNYAX - JPMorgan SmartRetirement® Blend 2050 Fund
19%
5.55%
9.19%
7.97%
2.56% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
3.09% 
Fund compared to benchmark
 
-11.06%
-6.33%
-5.55%
-4.69%
0.54%  lower
Find more financial data on JNYAX at Morningstar.com
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