JPMorgan SmartRetirement® 2050 Fund
Fund offered by:
JPMorgan
Ticker: JTSYX
$450.17 MILLION
invested in Clean200 stocks
72
Clean200 holdings
12.2%
of assests invested
Clean200 was created by As You Sow and Corporate Knights
As You SowCorporate Knights
Wind energy
Solar energy
The Clean200 is a list of 200 publicly traded companies that are leading the way with solutions for the transition to clean energy. See the full list
Clean200 holdings
Clean200 holdings
72 holdings
72 holdings
  • 1. Alphabet Inc Class A
    Communication services
    1.11% of assets
    $41.13M invested
  • 2. ASML Holding NV
    Technology
    0.82% of assets
    $30.24M invested
  • 3. Alphabet Inc Class C
    Communication services
    0.76% of assets
    $28.17M invested
  • 4. Taiwan Semiconductor Manufacturing Co Ltd
    Technology
    0.53% of assets
    $19.62M invested
  • 5. Tesla Inc
    Consumer cyclical
    0.52% of assets
    $19.23M invested
See all
Methodology
The Clean200 are the largest 200 public companies ranked by green energy revenues. The dataset is developed by multiplying a company’s most recent year-end revenues by its clean revenue estimate, primarily sourced from Corporate Knights Research supplemented by FactSet, Bloomberg BNEF, and FTSE Russell data. In order to be eligible, a company must have USD revenue of at least $1 billion (most recent available fiscal year-end data) and earn more than 10% of total revenues from clean sources, which extends beyond energy efficiency, green energy, and zero emission and hybrid vehicles. We include banks that are financing the low-carbon solutions; real estate companies leading the way on low-carbon buildings; forestry companies protecting carbon sinks; responsible miners of critical materials for the low carbon economy; food and apparel companies with products that are primarily made of raw materials with a significantly lower carbon footprint; and energy-hungry information and communications technology companies that are leading the way on renewable energy. More
This fund has:
More investments in Clean200 than Carbon Underground 200
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: 9/30/21
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 
-4.32% less in annualized returns
Less invested in fossil fuels 
1.24% less invested
Less invested in Clean200 
2.46% 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: 9/30/21
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 
-4.32% less in annualized returns
Less invested in fossil fuels 
1.24% less invested
Less invested in Clean200 
2.46% 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: 9/30/21
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 
-4.32% less in annualized returns
Less invested in fossil fuels 
1.24% less invested
Less invested in Clean200 
2.46% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Clean200 %
This fund
JTSYX - JPMorgan SmartRetirement® 2050 Fund
27%
12%
12%
12%
12% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
15% 
Fund compared to benchmark
 
-2.5%
-3.94%
-4.73%
-4.32%
2.46%  lower
Find more financial data on JTSYX at Morningstar.com
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