JPMorgan Equity Income Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 5 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 3.0 3.0
Stocks 97.0 97.0
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
Wells Fargo & Co WFC 17.56 4.45
Johnson & Johnson JNJ 17.08 3.88
ConocoPhillips COP 23.84 2.66
Pfizer Inc PFE -0.1 2.51
Exxon Mobil Corporation XOM 1.46 2.26
Apple Inc AAPL 17.82 2.16
Merck & Co Inc MRK 18.66 2.08
PNC Financial Services Group Inc PNC 16.37 2.05
Chevron Corp CVX 6.16 2.03
Occidental Petroleum Corp OXY 9.61 2.02

Large Value Funds

Highest Returns (10-year)

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