JPMorgan Income Builder Fund

Scorecard
5 / 5 Stars
Lipper
5 5 3 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
D+ (Sell)

Fund Holdings

Asset Allocation

% Long % Net
Cash 2.64 2.64
Stocks 16.96 16.96
Bonds 37.17 37.17
Other 1.46 1.46
Foreign Bonds 6.86 6.86
Foreign Stocks 29.63 29.63
Convertible 2.82 2.82
Preferred 2.45 2.45

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Microsoft Corporation MSFT 1.74 0.97
Vodafone Group PLC VODPD -42.25 0.91
ConocoPhillips COP -5.17 0.72
Swiss Re AG SSREF -0.09 0.72
Royal Dutch Shell PLC Class A RYDAF 3.01 0.72
Johnson & Johnson JNJ 0.69 0.69
Time Warner Inc TWX -4.21 0.64
Eni SpA ENI --- 0.61
Seven & i Holdings Co., Ltd. SVNDF -4.52 0.61
Merck & Co Inc MRK 12.73 0.6

Conservative Allocations

Highest Returns (10-year)

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