JPMorgan SmartRetirement Blend Series

JPMorgan
Rated as JPMorgan SmartRetirement® Blend 2050 Fund
Updated Jun 2022

Environment
scorecard

Fossil fuels
Fossil fuels
Poor
Deforestation
Deforestation
Poor

We used our expertise in mutual fund sustainability analysis and extensive database of ESG-screened companies to rate corporations’ retirement plan investment options.

Social
scorecard

Gender equality
Gender equality
Fair
Civilian firearms
Civilian firearms
Fair
Prison industrial complex
Prison industrial complex
Poor
Military weapons
Military weapons
Fair
Tobacco
Tobacco
Poor

We used our expertise in mutual fund sustainability analysis and extensive database of ESG-screened companies to rate corporations’ retirement plan investment options.

Fossil fuel grade
The JPMorgan SmartRetirement Blend Series is 8.15% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 8.15% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.
Fossil fuel grade of D
8.15% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve ownersTop 200 carbon reserve owners893.75%
Coal industryCoal industry521.51%
Oil/gas industryOil/gas industry1545.28%
Top 30 coal-fired utilitiesTop 30 coal-fired utilities131.18%
Fossil-fired utilitiesFossil-fired utilities1063.22%
All fossil fuel screens2508.15%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. Exxon Mobil Corp
    0.5%
  2. Chevron Corp
    0.39%
  3. Shell PLC
    0.3%
  4. BHP Group Ltd
    0.2%
  5. TotalEnergies SE
    0.19%
Coal industry
Top 5 holdings

Coal industry

  1. BHP Group Ltd
    0.2%
  2. Vale SA
    0.11%
  3. Glencore PLC
    0.09%
  4. Dominion Energy Inc
    0.09%
  5. Air Products & Chemicals Inc
    0.07%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Exxon Mobil Corp
    0.5%
  2. Chevron Corp
    0.39%
  3. Shell PLC
    0.3%
  4. NextEra Energy Inc
    0.21%
  5. BHP Group Ltd
    0.2%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.68%
  2. Duke Energy Corp
    0.11%
  3. Southern Co
    0.1%
  4. American Electric Power Co Inc
    0.07%
  5. Enel SpA
    0.06%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.68%
  2. NextEra Energy Inc
    0.21%
  3. Duke Energy Corp
    0.11%
  4. Southern Co
    0.1%
  5. Dominion Energy Inc
    0.09%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

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.

JPMorgan SmartRetirement® Blend 2015 Fund
JPMorgan SmartRetirement® Blend 2020 Fund
JPMorgan SmartRetirement® Blend 2025 Fund
JPMorgan SmartRetirement® Blend 2030 Fund
JPMorgan SmartRetirement® Blend 2035 Fund
JPMorgan SmartRetirement® Blend 2040 Fund
JPMorgan SmartRetirement® Blend 2045 Fund
JPMorgan SmartRetirement® Blend 2050 Fund
JPMorgan SmartRetirement® Blend 2055 Fund
JPMorgan SmartRetirement® Blend 2060 Fund
JPMorgan SmartRetirement® Blend Income Fund

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

JTQDX
JTQEX
JTQFX
JTQGX
JTQHX
JTQJX
JSSRX
JIORX
JSTKX
JSTLX
JBSRX
JSYRX
JBSSX
JBRSX
JBTUX
JBTBX
JBBSX
JBYSX
JRBEX
JRBRX
JUTPX
JUTUX
JRBBX
JRBYX
JPSRX
JPRRX
JPTLX
JPTKX
JPBRX
JPYRX
JOBEX
JOBRX
JNTEX
JNTNX
JOBBX
JOBYX
JMSSX
JNARX
JNTOX
JNTLX
JMBRX
JMYAX
JNEAX
JNNRX
JNTKX
JNTPX
JNABX
JNYAX
JPTBX
JTRBX
JTTUX
JTTLX
JTBBX
JTYBX
JACSX
JATPX
JATQX
JATUX
JAABX
JAAYX
JIJSX
JIRBX
JITLX
JITKX
JIBBX
JIYBX



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