| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.53 | 0.0 | 6.53 |
| Stocks | 31.15 | 0.0 | 31.15 |
| Bonds | 31.61 | 0.0 | 31.61 |
| Other | 4.58 | 0.0 | 4.58 |
| Foreign Bonds | 5.67 | 0.0 | 5.67 |
| Foreign Stocks | 20.32 | 0.0 | 20.32 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.13 | 0.0 | 0.13 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| JPMorgan Core Bond R6 | 26.84 |
| JPMorgan Disciplined Equity R6 | 8.07 |
| JPMorgan High Yield R6 | 7.79 |
| JPMorgan International Equity R6 | 4.72 |
| JPMorgan Intl Opp R6 | 4.69 |
| JPMorgan Value Advantage Instl | 4.55 |
| JPMorgan Growth Advantage R5 | 4.52 |
| JPMorgan Intrepid America R5 | 4.52 |
| JPMorgan US Equity R6 | 4.09 |
| JPMorgan Corporate Bond R6 | 3.7 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | JTTAX |
|---|---|
| AAA | 54.26 |
| AA | 3.32 |
| A | 8.58 |
| BBB | 8.39 |
| BB | 8.27 |
| B | 10.47 |
| Below B | 3.87 |
| Other | 2.84 |
