JPMorgan SmartRetirement® 2020 Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 6.02 0.0 6.02
Stocks 32.85 0.0 32.85
Bonds 37.08 0.0 37.08
Other 0.27 0.0 0.27
Foreign Bonds 5.4 0.0 5.4
Foreign Stocks 18.01 0.0 18.01
Convertible 0.01 0.0 0.01
Preferred 0.36 0.0 0.36

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 30.58
JPMorgan Disciplined Equity R6 10.75
JPMorgan High Yield R6 5.9
JPMorgan Growth Advantage R5 4.9
JPMorgan International Equity R6 4.76
JPMorgan Intrepid America R5 4.65
JPMorgan Value Advantage Instl 4.63
JPMorgan Intl Opp R6 4.54
JPMorgan US Equity R6 4.23
JPMorgan Corporate Bond R6 4.12

Bond Ratings (%)

Updated 01.31.2014

Sector JTTAX
AAA 55.31
AA 3.95
A 9.48
BBB 8.81
BB 7.13
B 8.62
Below B 3.22
Other 3.49