| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
5
4
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 14.79 | 0.0 | 14.79 |
| Stocks | 20.18 | 0.0 | 20.18 |
| Bonds | 40.39 | 0.0 | 40.39 |
| Other | 6.4 | 0.0 | 6.4 |
| Foreign Bonds | 6.27 | 0.0 | 6.27 |
| Foreign Stocks | 11.81 | 0.0 | 11.81 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.16 | 0.0 | 0.16 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| JPMorgan Core Bond R6 | 27.15 |
| JPMorgan High Yield R6 | 9.32 |
| JPMorgan Disciplined Equity R6 | 8.54 |
| JPMorgan Inflation Managed Bond R6 | 6.32 |
| JPMorgan Corporate Bond R6 | 3.76 |
| JPMorgan Real Return Instl | 3.13 |
| JPMorgan Emerging Markets Debt R6 | 3.04 |
| JPMorgan Intl Opp R6 | 2.82 |
| JPMorgan International Equity R6 | 2.78 |
| JPMorgan Value Advantage Instl | 2.57 |
Bond Ratings (%)
Updated 04.30.2013
| Sector | JSWAX |
|---|---|
| AAA | 57.23 |
| AA | 3.0 |
| A | 8.2 |
| BBB | 8.16 |
| BB | 7.72 |
| B | 9.76 |
| Below B | 3.57 |
| Other | 2.35 |
