Mutual fund
JPMorgan SmartRetirement® 2050 Fund
TickerJTSYX
Fund manager
JPMorgan
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
11.05%
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
96
holdings flagged
11%
of assets flagged
This fund contains
 $292.51 MILLION invested 
in holdings flagged for deforestation risk
JPMorgan 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
producers
Commodity producers
11 holdings
0.26% of assets
$6.9 MILLION invested
banks
Banks and lenders
25 holdings
2.73% of assets
$72.33 MILLION invested
consumers
Major consumer brands
63 holdings
8.19% of assets
$216.71 MILLION invested
Commodity producers
Commodity producers
11 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%.
11 HOLDINGS
  • % of portfolio
    $ invested
  • 1. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.08%0.08% of portfolio
    $1.99M$1.99M invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 2. Mitsubishi Corp
    Palm oil producer
    0.07%0.07% of portfolio
    $1.83M$1.83M invested
    Palm oil producer
  • 3. WestRock Co
    Paper/pulp producer
    0.06%0.06% of portfolio
    $1.57M$1.57M invested
    Paper/pulp producer
  • 4. POSCO Holdings Inc
    Palm oil producer
    0.03%0.03% of portfolio
    $669,873$669,873 invested
    Palm oil producer
  • 5. Suzano SA
    Timber producerPaper/pulp producer
    0.02%0.02% of portfolio
    $414,562$414,562 invested
    Timber producerPaper/pulp producer
View next 5
Banks and lenders
Banks and lenders
25 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).
25 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Bank of America Corp
    0.56%0.56% of portfolio
    $14.91M$14.91M invested
  • 2. Morgan Stanley
    0.49%0.49% of portfolio
    $12.95M$12.95M invested
  • 3. DBS Group Holdings Ltd
    0.32%0.32% of portfolio
    $8.39M$8.39M invested
  • 4. BNP Paribas Act. Cat.A
    0.23%0.23% of portfolio
    $6M$6M invested
  • 5. Banco Bilbao Vizcaya Argentaria SA
    0.11%0.11% of portfolio
    $2.8M$2.8M invested
View next 5
Major consumer brands
Major consumer brands
63 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).
63 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
    1.56%1.56% of portfolio
    $41.34M$41.34M 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
    0.78%0.78% of portfolio
    $20.74M$20.74M 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
    0.51%0.51% of portfolio
    $13.59M$13.59M invested
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. McDonald's Corp
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.48%0.48% of portfolio
    $12.78M$12.78M invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Shell PLC
    Soy major consumer brandPalm oil major consumer brand
    0.46%0.46% of portfolio
    $12.14M$12.14M invested
    Soy major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 9/30/22
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: 10/31/22
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 
-4.77% less in annualized returns
Less invested in commodity producers 
0.07% less invested
More invested in banks and lenders 
0.23% more invested
Less invested in major consumer brands 
5.28% 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: 10/31/22
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 
-4.77% less in annualized returns
Less invested in commodity producers 
0.07% less invested
More invested in banks and lenders 
0.23% more invested
Less invested in major consumer brands 
5.28% 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: 10/31/22
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 
-4.77% less in annualized returns
Less invested in commodity producers 
0.07% less invested
More invested in banks and lenders 
0.23% more invested
Less invested in major consumer brands 
5.28% 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
-19.74%
4.33%
4.63%
7.98%
0.26% 
Benchmark
IVV - iShares Core S&P 500 ETF
-14.64%
10%
10%
13%
0.33% 
Fund compared to benchmark
 
-5.11%
-5.86%
-5.78%
-4.77%
0.07%  lower
Find more financial data on JTSYX at Morningstar.com
Take 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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