JPMorgan SmartRetirement® Blend 2050 Fund
Shareclass
JPMorgan SmartRetirement® Blend 2050 R6 (JNYAX)
Type
Open-end mutual fund
Manager
Target date
JPMorgan SmartRetirement Blend Series
Investments in major fossil fuel companies
Top 50 coal-fired power$16.55 MILLION
Top 200 carbon reserves$10.22 MILLION
Top 200 carbon reserves$5.66 MILLION
Top 200 carbon reserves$4.92 MILLION
Top 200 carbon reserves$3.81 MILLION
Top 200 carbon reserves$3.61 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Carbon Underground 200
106
holdings
$59.45M
invested
3.03%
of portfolio
Coal industry
Coal miners, coal services, owners of coal reserves
109
holdings
$30.32M
invested
1.55%
of portfolio
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
242
holdings
$113.09M
invested
5.77%
of portfolio
Utility sector
Top 50 coal-fired utilities
Macroclimate 50
25
holdings
$22.31M
invested
1.14%
of portfolio
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
171
holdings
$64.96M
invested
3.32%
of portfolio
When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
373 holdings
373 holdings
- 1. Berkshire Hathaway Inc Class B
$16.55M0.84% - 2. Exxon Mobil Corp
$10.22M0.52% - 3. Shell PLC$5.66M0.29%
- 4. Chevron Corp$4.92M0.25%
- 5. BHP Group Ltd
$3.81M0.19%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
Business as usual is fueling climate destruction.
JPMorgan SmartRetirement® Blend 2050 Fund $JNYAX is 7.88% ($154.44 MILLION) invested in fossil fuel stocks
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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® Blend 2050 Fund JNYAX
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Financial performance
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Find more financial data on JNYAX at Morningstar.com
Find more financial data on JNYAX at Morningstar.comRecent blog posts
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