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 % Net
Cash 15.55 15.55
Stocks 24.09 24.09
Bonds 40.14 40.14
Other 0.45 0.45
Foreign Bonds 8.27 8.27
Foreign Stocks 11.21 11.21
Convertible 0.01 0.01
Preferred 0.27 0.27

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

% Net Assets
JPMorgan Core Bond R6 29.99
JPMorgan Disciplined Equity R6 12.03
JPMorgan High Yield R6 6.94
JPMorgan Inflation Managed Bond R6 4.94
JPMorgan Corporate Bond R6 4.02
JPMorgan Floating Rate Income R6 3.76
JPMorgan Value Advantage Instl 3.04
JPMorgan Growth Advantage R5 2.84
JPMorgan Intl Opp R6 2.82
JPMorgan International Equity R6 2.71

Bond Ratings (%)

Updated 05.31.2014

Sector JSRSX
AAA 53.01
AA 3.4
A 8.86
BBB 8.56
BB 8.99
B 10.94
Below B 2.97
Other 3.27