JPMorgan SmartRetirement® 2040 Fund

Scorecard
3 / 5 Stars
Lipper
5 5 1 3 4
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 5.62 5.62
Stocks 52.39 52.39
Bonds 9.79 9.79
Other 0.23 0.23
Foreign Bonds 2.85 2.85
Foreign Stocks 28.71 28.71
Convertible 0.01 0.01
Preferred 0.4 0.4

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

% Net Assets
JPMorgan Disciplined Equity R6 16.79
JPMorgan Growth Advantage R5 7.5
JPMorgan International Equity R6 7.28
JPMorgan Intl Opp R6 7.27
JPMorgan Intrepid America R5 7.09
JPMorgan US Equity R6 6.86
JPMorgan Value Advantage Instl 6.79
JPMorgan Core Bond R6 6.51
JPMorgan High Yield R6 4.91
JPMorgan Emerging Mkts Eq R6 4.45

Bond Ratings (%)

Updated 05.31.2014

Sector SMTAX
AAA 35.9
AA 2.52
A 6.3
BBB 9.98
BB 15.8
B 19.43
Below B 6.82
Other 3.26