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 16.0 0.0 16.0
Stocks 25.42 0.0 25.42
Bonds 38.62 0.0 38.62
Other 0.45 0.0 0.45
Foreign Bonds 9.54 0.0 9.54
Foreign Stocks 9.7 0.0 9.7
Convertible 0.02 0.0 0.02
Preferred 0.26 0.0 0.26

Updated 08.31.2014

Top 10 Holdings

Performance as of 09.30.2014

Portfolio as of 08.31.2014

% Net Assets
JPMorgan Core Bond R6 29.63
JPMorgan Disciplined Equity R6 11.22
JPMorgan High Yield R6 5.73
JPMorgan Inflation Managed Bond R6 4.79
JPMorgan Corporate Bond R6 4.06
JPMorgan Floating Rate Income R6 3.66
JPMorgan Emerging Markets Debt R6 2.99
JPMorgan Value Advantage Instl 2.85
JPMorgan Growth Advantage R5 2.82
JPMorgan Realty Income R5 2.49

Bond Ratings (%)

Updated 08.31.2014

Sector JSRSX
AAA 52.88
AA 3.43
A 8.34
BBB 9.3
BB 8.33
B 11.43
Below B 2.86
Other 3.44

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