JPM SmartRetirement Series
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The JPM SmartRetirement Series has 2.76% exposure to arms manufacturers and military contractors.
Military weapons grade
| Screen | # of holdings | % of portfolio |
|---|---|---|
| Nuclear weapons | 28 | 2.13% |
| Controversial weapons | 8 | 0.52% |
| All military contractors | 55 | 2.76% |
Nuclear weapons
- Safran SA0.35%
- Eaton Corp PLC0.35%
- Honeywell International Inc0.29%
- Northrop Grumman Corp0.29%
- Airbus SE0.23%
Controversial weapons
- Northrop Grumman Corp0.29%
- General Dynamics Corp0.1%
- TransDigm Group Inc0.06%
- Textron Inc0.04%
- Hanwha Aerospace Co Ltd0.02%
All military contractors
- Safran SA0.35%
- Eaton Corp PLC0.35%
- Honeywell International Inc0.29%
- Northrop Grumman Corp0.29%
- Airbus SE0.23%
All funds in this target date series
A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.
All tickers for this target date series
Tickers for each shareclass available from every fund in this target date series.
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