| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.89 | 0.0 | 6.89 |
| Stocks | 40.26 | 0.0 | 40.26 |
| Bonds | 18.63 | 0.0 | 18.63 |
| Other | 2.55 | 0.0 | 2.55 |
| Foreign Bonds | 4.29 | 0.0 | 4.29 |
| Foreign Stocks | 27.24 | 0.0 | 27.24 |
| 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 | 14.57 |
| JPMorgan Disciplined Equity R6 | 9.28 |
| JPMorgan High Yield R6 | 7.7 |
| JPMorgan Intl Opp R6 | 6.37 |
| JPMorgan Value Advantage Instl | 6.34 |
| JPMorgan International Equity R6 | 6.31 |
| JPMorgan Intrepid America R5 | 6.0 |
| JPMorgan Growth Advantage R5 | 5.93 |
| JPMorgan US Equity R6 | 5.73 |
| JPMorgan Emerging Mkts Eq Instl | 5.06 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | JSMAX |
|---|---|
| AAA | 44.6 |
| AA | 2.85 |
| A | 7.23 |
| BBB | 8.51 |
| BB | 12.09 |
| B | 16.14 |
| Below B | 5.75 |
| Other | 2.83 |
