JPMorgan SmartRetirement® 2015 Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 10.59 0.0 10.59
Stocks 26.8 0.0 26.8
Bonds 42.32 0.0 42.32
Other 0.28 0.0 0.28
Foreign Bonds 6.51 0.0 6.51
Foreign Stocks 13.17 0.0 13.17
Convertible 0.01 0.0 0.01
Preferred 0.32 0.0 0.32

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 31.51
JPMorgan Disciplined Equity R6 12.05
JPMorgan High Yield R6 6.61
JPMorgan Corporate Bond R6 4.16
JPMorgan Inflation Managed Bond R6 3.8
JPMorgan Growth Advantage R5 3.53
JPMorgan International Equity R6 3.45
JPMorgan Intl Opp R6 3.42
JPMorgan Value Advantage Instl 3.37
JPMorgan Intrepid America R5 3.17

Bond Ratings (%)

Updated 01.31.2014

Sector JSFAX
AAA 53.93
AA 3.7
A 9.11
BBB 8.65
BB 8.27
B 10.04
Below B 3.15
Other 3.15