| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
1
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 12.38 | 0.0 | 12.38 |
| Stocks | 49.46 | 7.09 | 42.36 |
| Bonds | 31.49 | 0.0 | 31.49 |
| Other | 2.04 | 0.0 | 2.04 |
| Foreign Bonds | 4.89 | 0.0 | 4.89 |
| Foreign Stocks | 6.84 | 0.15 | 6.69 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.14 | 0.0 | 0.14 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| JPMorgan Core Plus Bond Select | 12.12 |
| JPMorgan US Equity Sel | 10.93 |
| JPMorgan Core Bond Select | 8.85 |
| JPMorgan Intrepid America Sel | 7.77 |
| JPMorgan US Large Cap Core Plus Select | 4.93 |
| JPMorgan Large Cap Value Select | 4.49 |
| JPMorgan Market Expansion Enh Idx Select | 4.08 |
| JPMorgan Intrepid Growth Sel | 3.97 |
| JPMorgan High Yield Select | 3.9 |
| JPMorgan Multi-Cap Market Neutral Sel | 3.85 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | OGIAX |
|---|---|
| AAA | 52.95 |
| AA | 3.51 |
| A | 9.66 |
| BBB | 7.2 |
| BB | 11.02 |
| B | 9.67 |
| Below B | 3.83 |
| Other | 2.17 |
