JPMorgan SmartRetirement® 2050 Fund
Fund offered by:
JPMorgan
Ticker: JTSYX
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
C
9.7%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
87
holdings flagged
9.7%
of assets flagged
This fund contains
 $340.59 MILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
7 holdings
0.29% of assets
$10.08 MILLION invested
banks
Banks and lenders
23 holdings
2.23% of assets
$78.46 MILLION invested
consumers
Major consumer brands
59 holdings
7.34% of assets
$257.58 MILLION invested
Commodity producers
Commodity producers
7 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%.
7 HOLDINGS
  • % of portfolio
    $ invested
  • 1. WestRock Co
    Paper/pulp producer
    0.11%0.11% of portfolio
    $3.82M$3.82M invested
    Paper/pulp producer
  • 2. Mitsubishi Corp
    Palm oil producer
    0.05%0.05% of portfolio
    $1.71M$1.71M invested
    Palm oil producer
  • 3. POSCO
    Palm oil producer
    0.05%0.05% of portfolio
    $1.63M$1.63M invested
    Palm oil producer
  • 4. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.03%0.03% of portfolio
    $1.17M$1.17M invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 5. Suzano SA
    Timber producerPaper/pulp producer
    0.03%0.03% of portfolio
    $1.08M$1.08M invested
    Timber producerPaper/pulp producer
View next 2
Banks and lenders
Banks and lenders
23 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).
23 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Bank of America Corp
    0.62%0.62% of portfolio
    $21.85M$21.85M invested
  • 2. DBS Group Holdings Ltd
    0.32%0.32% of portfolio
    $11.16M$11.16M invested
  • 3. Morgan Stanley
    0.28%0.28% of portfolio
    $9.81M$9.81M invested
  • 4. Citigroup Inc
    0.2%0.2% of portfolio
    $7.15M$7.15M invested
  • 5. BNP Paribas Act. Cat.A
    0.14%0.14% of portfolio
    $5.07M$5.07M invested
View next 5
Major consumer brands
Major consumer brands
59 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).
59 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.38%1.38% of portfolio
    $48.62M$48.62M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Nestle SA
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.79%0.79% of portfolio
    $27.78M$27.78M invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 3. LVMH Moet Hennessy Louis Vuitton SE
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.61%0.61% of portfolio
    $21.29M$21.29M invested
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. L'Oreal SA
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.42%0.42% of portfolio
    $14.61M$14.61M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 5. Lowe's Companies Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brand
    0.39%0.39% of portfolio
    $13.82M$13.82M invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brand
View next 5
View more info
DATA AS OF 9/30/21
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: 10/31/21
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 
-4.52% less in annualized returns
More invested in commodity producers 
0.02% more invested
Less invested in banks and lenders 
0.7% less invested
Less invested in major consumer brands 
6.07% 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: 10/31/21
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 
-4.52% less in annualized returns
More invested in commodity producers 
0.02% more invested
Less invested in banks and lenders 
0.7% less invested
Less invested in major consumer brands 
6.07% 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: 10/31/21
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 
-4.52% less in annualized returns
More invested in commodity producers 
0.02% more invested
Less invested in banks and lenders 
0.7% less invested
Less invested in major consumer brands 
6.07% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
JTSYX - JPMorgan SmartRetirement® 2050 Fund
36%
17%
14%
12%
0.29% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
0.26% 
Fund compared to benchmark
 
-6.51%
-4.65%
-5.19%
-4.52%
0.02%  higher
Find more financial data on JTSYX at Morningstar.com
Take Action
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