JPMorgan SmartRetirement® Income Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 13.43 0.0 13.43
Stocks 23.78 0.0 23.78
Bonds 44.25 0.0 44.25
Other 0.29 0.0 0.29
Foreign Bonds 7.06 0.0 7.06
Foreign Stocks 10.88 0.0 10.88
Convertible 0.01 0.0 0.01
Preferred 0.3 0.0 0.3

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

% Net Assets
JPMorgan Core Bond R6 31.31
JPMorgan Disciplined Equity R6 11.79
JPMorgan High Yield R6 7.1
JPMorgan Inflation Managed Bond R6 4.82
JPMorgan Corporate Bond R6 4.15
JPMorgan Floating Rate Income Select 3.72
JPMorgan Value Advantage Instl 3.19
JPMorgan Growth Advantage R5 3.15
JPMorgan Intl Opp R6 2.77
JPMorgan International Equity R6 2.65

Bond Ratings (%)

Updated 01.31.2014

Sector JSRSX
AAA 52.91
AA 3.58
A 8.86
BBB 8.56
BB 8.96
B 10.92
Below B 3.2
Other 3.02