| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
3
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.94 | 0.0 | 6.94 |
| Stocks | 46.91 | 0.0 | 46.91 |
| Bonds | 10.69 | 0.0 | 10.69 |
| Other | 1.33 | 0.0 | 1.33 |
| Foreign Bonds | 3.24 | 0.0 | 3.24 |
| Foreign Stocks | 30.76 | 0.0 | 30.76 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.11 | 0.0 | 0.11 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| JPMorgan Disciplined Equity R6 | 11.2 |
| JPMorgan Intl Opp R6 | 7.26 |
| JPMorgan International Equity R6 | 7.15 |
| JPMorgan Value Advantage Instl | 7.1 |
| JPMorgan Intrepid America R5 | 7.04 |
| JPMorgan US Equity R6 | 6.81 |
| JPMorgan High Yield R6 | 6.81 |
| JPMorgan Growth Advantage R5 | 6.75 |
| JPMorgan Core Bond R6 | 6.58 |
| JPMorgan Emerging Mkts Eq Instl | 5.52 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | SMTAX |
|---|---|
| AAA | 33.72 |
| AA | 2.17 |
| A | 5.46 |
| BBB | 8.31 |
| BB | 16.58 |
| B | 23.07 |
| Below B | 8.04 |
| Other | 2.65 |
