JPMorgan SmartRetirement® 2050 Fund
Shareclass
JPMorgan SmartRetirement® 2050 R6 (JTSYX)
Type
Open-end mutual fund
Manager
Target date
JPM SmartRetirement Series
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
How we track deforestation-risk investments
C
10.56%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
96
holdings flagged
11%
of assets flagged
This fund contains
$291.95 MILLION invested
in holdings flagged for deforestation riskJPMorgan has big investments in companies like Sysco, Tyson, Hormel and Noble Group that grow, trade or use palm oil, cattle, rubber and soy in their products but have failed to eliminate deforestation from their operations. This means JPMorgan has a key role to play in voting for No Deforestation policies at these companies and engaging with company management to make sure these policies are implemented. In order to do that, JPMorgan needs to a No Deforestation Policy. Tell JPMorgan to adopt a No Deforestation Policy!
Sign the petition
Commodity producers
12 holdings
0.36% of assets
$9.89 MILLION invested
Banks and lenders
28 holdings
2.33% of assets
$64.53 MILLION invested
Major consumer brands
58 holdings
7.89% of assets
$218.24 MILLION invested
Commodity producers
12 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
12 HOLDINGS
- % of portfolio$ invested
- 1. ITOCHU Corp
0.25%0.25% of portfolio$6.92M$6.92M invested - 2. International Paper Co0.05%0.05% of portfolio$1.26M$1.26M invested
- 3. Mitsubishi Corp0.03%0.03% of portfolio$693,047$693,047 invested
- 4. Samsung C&T Corp0.01%0.01% of portfolio$287,238$287,238 invested
- 5. Glencore PLC
<0.01%<0.01% of portfolio$263,805$263,805 invested
View next 5
Banks and lenders
28 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
28 HOLDINGS
View next 5
Major consumer brands
58 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
58 HOLDINGS
- % of portfolio$ invested
- 1. Amazon.com Inc
2.22%2.22% of portfolio$61.42M$61.42M invested - 2. Lvmh Moet Hennessy Louis Vuitton SE0.56%0.56% of portfolio$15.57M$15.57M invested
- 3. Lowe's Companies Inc0.52%0.52% of portfolio$14.5M$14.5M invested
- 4. Nestle SA0.51%0.51% of portfolio$14.2M$14.2M invested
- 5. McDonald's Corp0.48%0.48% of portfolio$13.17M$13.17M invested
View next 5
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DATA AS OF 31 Oct 2024
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
JPMorgan SmartRetirement® 2050 Fund JTSYX
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Find more financial data on JTSYX at Morningstar.com
Find more financial data on JTSYX at Morningstar.comTake Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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