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Jpmorgan Smartretirement® Income Fund Class R2 (JSIZX)

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15.63 +0.13 +0.84%

12/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Other

Morningstar Rating:
Total Assets: 103.63M

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JSIZX Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan SmartRetirement Income R2 (JSIZX) fund. Our JPMorgan SmartRetirement Income R2 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	8.62	8.64	0.02
Shares	39.66	39.66	0.00
Bonds	51.46	51.50	0.04
Convertible	0.03	0.03	0.00
Preferred	0.09	0.09	0.00
Other	0.14	0.15	0.01

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.39	16.77
Price to Book	2.79	2.41
Price to Sales	2.20	1.81
Price to Cash Flow	11.47	10.27
Dividend Yield	2.11	2.58
5 Years Earnings Growth	10.43	10.27

Sector Allocation

Name	Net %	Category Average
Technology	24.65	21.48
Financial Services	16.75	16.41
Consumer Cyclical	12.63	10.47
Industrials	11.19	11.04
Healthcare	10.22	11.29
Communication Services	6.00	7.05
Consumer Defensive	4.33	5.91
Energy	4.06	4.25
Real Estate	3.98	5.03
Basic Materials	3.10	3.93
Utilities	3.08	3.14

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	31.34	-	-
JPMorgan Core Plus Bond R6	-	10.44	-	-
JPMorgan US Research Enhanced Equity R6	-	9.19	-	-
JPMorgan US Equity R6	-	9.19	-	-
JPMorgan International Rsrch Enh Eq ETF	-	5.76	-	-
JPMorgan High Yield R6	-	5.31	-	-
JPMorgan Inflation Managed Bond ETF	-	5.02	-	-
JPMorgan Global Select Equity ETF	-	4.01	-	-
JPMorgan International Equity R6	-	3.09	-	-
JPMorgan BetaBuilders US Mid Cap Eq ETF	-	2.82	-	-

Top Other Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Hedged Equity Select	16.5B	-5.20	9.51	7.72
JPMorgan Hedged Equity Fund Class 6	1.96B	-5.13	9.79	7.98
JPMorgan SmartRetirement Blend Inc6	1.49B	1.54	5.65	4.48
JPMorgan Hedged Equity A	1.44B	-5.28	9.25	7.45
JPMorgan SmartRetirement Income R6	855.89M	1.24	5.50	4.35

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