JPMorgan SmartRetirement® 2030 Fund

Scorecard
3 / 5 Stars
Lipper
5 5 2 4 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 6.02 6.02
Stocks 45.45 45.45
Bonds 19.92 19.92
Other 0.25 0.25
Foreign Bonds 3.38 3.38
Foreign Stocks 24.54 24.54
Convertible 0.01 0.01
Preferred 0.43 0.43

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

% Net Assets
JPMorgan Core Bond R6 16.35
JPMorgan Disciplined Equity R6 14.96
JPMorgan Growth Advantage R5 6.58
JPMorgan Intrepid America R5 6.55
JPMorgan International Equity R6 6.53
JPMorgan Value Advantage Instl 6.34
JPMorgan Intl Opp R6 6.32
JPMorgan US Equity R6 6.06
JPMorgan High Yield R6 5.14
JPMorgan Emerging Mkts Eq R6 3.72

Bond Ratings (%)

Updated 02.28.2014

Sector JSMAX
AAA 50.29
AA 3.66
A 8.69
BBB 8.75
BB 9.14
B 11.41
Below B 4.51
Other 3.55