| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 13.19 | 0.0 | 13.19 |
| Stocks | 20.41 | 0.0 | 20.41 |
| Bonds | 41.33 | 0.0 | 41.33 |
| Other | 6.1 | 0.0 | 6.1 |
| Foreign Bonds | 6.95 | 0.0 | 6.95 |
| Foreign Stocks | 11.84 | 0.0 | 11.84 |
| Convertible | 0.02 | 0.0 | 0.02 |
| Preferred | 0.16 | 0.0 | 0.16 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| JPMorgan Core Bond R6 | 27.71 |
| JPMorgan High Yield R6 | 9.54 |
| JPMorgan Disciplined Equity R6 | 8.41 |
| JPMorgan Inflation Managed Bond R6 | 6.65 |
| JPMorgan Corporate Bond R6 | 3.81 |
| JPMorgan Real Return Instl | 3.37 |
| JPMorgan Emerging Markets Debt R6 | 3.35 |
| JPMorgan Value Advantage Instl | 3.01 |
| JPMorgan Intl Opp R6 | 2.83 |
| JPMorgan International Equity R6 | 2.82 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | JSIIX |
|---|---|
| AAA | 57.0 |
| AA | 2.96 |
| A | 8.1 |
| BBB | 8.25 |
| BB | 7.87 |
| B | 9.9 |
| Below B | 3.6 |
| Other | 2.32 |
