JPMorgan Income Builder Fund

Scorecard
5 / 5 Stars
Lipper
4 5 3 5 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 3.0 3.0
Stocks 18.83 18.83
Bonds 35.41 35.41
Other 1.22 1.22
Foreign Bonds 9.17 9.17
Foreign Stocks 28.58 28.58
Convertible 1.95 1.95
Preferred 1.86 1.86

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
ConocoPhillips COP 23.84 0.97
Microsoft Corp MSFT 13.42 0.96
Verizon Communications Inc VZ 2.63 0.8
Wells Fargo & Co WFC 17.56 0.77
Johnson & Johnson JNJ 17.08 0.75
Royal Dutch Shell PLC Class A RYDAF 18.84 0.74
Merck & Co Inc MRK 18.66 0.73
Time Warner Inc TWX 6.49 0.66
Home Depot Inc HD 0.51 0.64
Unibail-Rodamco SE UNBLF 16.15 0.64

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