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Jpmorgan Smartretirement® Blend Income Fund Class R5 (0P0000VU5W)

US Funds

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18.480 +0.090 +0.49%

19/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 13.3M

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Other

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0P0000VU5W Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan SmartRetirement Blend Income Fund Class R (0P0000VU5W) fund. Our JPMorgan SmartRetirement Blend Income Fund Class R portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	6.730	6.750	0.020
Stocks	39.770	39.770	0.000
Bonds	53.350	53.410	0.060
Convertible	0.030	0.030	0.000
Preferred	0.100	0.100	0.000
Other	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.135	17.007
Price to Book	2.540	2.443
Price to Sales	1.899	1.823
Price to Cash Flow	11.420	10.576
Dividend Yield	2.202	2.548
5 Years Earnings Growth	11.177	10.281

Sector Allocation

Name	Net %	Category Average
Technology	23.360	22.060
Financial Services	15.730	16.055
Healthcare	11.100	11.165
Industrials	11.070	11.066
Consumer Cyclical	10.750	10.644
Communication Services	7.120	7.114
Consumer Defensive	6.000	5.790
Real Estate	4.780	4.990
Basic Materials	3.780	3.904
Energy	3.620	4.171
Utilities	2.690	3.043

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 845

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
JPMorgan Equity Index R6	-	20.96	-	-
JPMorgan Core Plus Bond R6	-	10.48	-	-
JPMorgan BetaBuilders Intl Eq ETF	-	10.03	-	-
JPMorgan High Yield R6	-	5.33	-	-
JPMorgan Inflation Managed Bond ETF	-	5.05	-	-
JPMorgan BetaBuilders US Aggt Bond ETF	-	4.18	-	-
JPMorgan BetaBuilders US Mid Cap Eq ETF	-	2.80	-	-
JPMorgan BetaBuilders Emerging Mkt EqETF	-	1.86	-	-
JPMorgan Emerging Mkts Rsrch Enh Eq R6	-	1.85	-	-
JPMorgan Emerging Markets Debt R6	-	1.81	-	-

Top Other Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Hedged Equity Select	16.59B	0.94	9.88	8.29
JPMorgan Hedged Equity Fund Class 6	2.14B	0.96	10.15	8.55
JPMorgan Hedged Equity A	1.45B	0.88	9.61	8.01
JPMorgan SmartRetirement Blend Inc6	688.41M	2.76	4.09	4.60
JPMorgan Hedged Equity Fund Class C	574.3M	0.82	9.06	7.47

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Recent Quotes

Name	Price	Chg.	Chg. %
JPMorgan SmartRet.	18.480	+0.090	+0.49%
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BMO Concentrated .	13.862	+0.011	+0.08%
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BNP PARIBAS MERAK.	419.097	+1.400	+0.34%
Fidelity Funds - .	50.590	+0.230	+0.46%