Mutual Fund Insights: JPMorgan Intrepid Japan B Fund (CVJBX)

In-depth Analysis of JPMorgan Intrepid Japan B Fund (CVJBX)

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See JPMorgan Intrepid Japan B Fund (CVJBX) performance details as of January 31, 2010

  

Last Trade: $4.28 on 3/18/2010, Change: -0.02 (-0.47%)

  

Fund Manager - Christopher T. Blum

Fund Manager Tenure: 1.1 years   [Similar Funds: CVJAX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Blum is managing director and portfolio manager of JPMIM. He joined JPMIA in December 2004. Blum has been the chief investment officer of the U.S. Behavioral Finance Group since 2008. As chief investment officer, he is responsible for the JPMorgan Intrepid strategies and for the behavioral small cap strategies since 2001. Prior to his present role, Blum has worked as a portfolio manager for JPMIM or its affiliates since 2001 when he joined the firm. Blum holds the Chartered Financial Analyst designation.  Get more insights on Christopher T. Blum

  

 What we like about JPMorgan Intrepid Japan B Fund (CVJBX)

Data for JPMorgan Intrepid Japan B Fund (CVJBX) as of January 31, 2010

• JPMorgan Intrepid Japan B Fund (CVJBX) has an annual stock turnover rate of 157.00% vs Japan Stock average of 172.68%. It is good that JPMorgan Intrepid Japan B management does not trade extensively for its return.
• JPMorgan Intrepid Japan B Fund (CVJBX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.84, lower than category average of 23.33

  

 What we are cautious about JPMorgan Intrepid Japan B Fund (CVJBX)

Data for JPMorgan Intrepid Japan B Fund (CVJBX) as of January 31, 2010

• JPMorgan Intrepid Japan B Fund (CVJBX) management has been with JPMorgan Intrepid Japan B Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
• JPMorgan Intrepid Japan B Fund (CVJBX) has a less-than-ideal short-term performance (1-year return 11.98% vs 24.15% Japan Stock category average)
• JPMorgan Intrepid Japan B Fund (CVJBX) has a less-than-ideal mid-term performance (3-year return -16.07% vs -15.09% Japan Stock category average)
• JPMorgan Intrepid Japan B Fund (CVJBX) has a less-than-ideal Long-term performance (5-year return -5.44% vs -4.74% Japan Stock category average)
• JPMorgan Intrepid Japan B Fund (CVJBX) ratio of up-years vs down years can be improved
• JPMorgan Intrepid Japan B Fund (CVJBX) has a Morningstar rating of 3 and below
• JPMorgan Intrepid Japan B Fund (CVJBX) does not have a good risk adjusted return as its 3-year Alpha of -12.26 is worse than category average of -9.73, and its 3-year Sharpe ratio is -0.88
• JPMorgan Intrepid Japan B Fund (CVJBX) has a higher management fee of 2.50% than its Japan Stock average of 1.81%
• JPMorgan Intrepid Japan B Fund (CVJBX) carries a 5% load

See JPMorgan Intrepid Japan B Fund (CVJBX) performance details as of January 31, 2010

  

  

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JPMorgan Intrepid Japan B Fund (CVJBX) Net Asset

Track net asset change of JPMorgan Intrepid Japan B fund (CVJBX)

Date	Net Asset
01/2010	$1.44M
11/2009	$1.54M
10/2009	$1.62M

More historic net asset information on JPMorgan Intrepid Japan B Fund (CVJBX)

  

JPMorgan Intrepid Japan B Fund (CVJBX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Intrepid Japan B fund (CVJBX)

Date	Cash	Stock	Bond	Other
10/2009	0%	100%	0%	0%
09/2009	0%	100%	0%	0%
08/2009	0%	99.8%	0%	0.2%

Click here to see more historic asset allocation information on JPMorgan Intrepid Japan B Fund (CVJBX)

  

Most Recent Top 10 Holdings in JPMorgan Intrepid Japan B Fund (CVJBX)

Discover what JPMorgan Intrepid Japan B Fund (CVJBX) manager is buying

31-Oct-09 Toyota Motor Corporation [4.74%] Honda Motor Company [3.29%] Mitsubishi UFJ Financial Group, Inc. [3.2%] Canon, Inc. [2.41%] Mitsubishi [2.2%] Toshiba Corporation [1.99%] Nippon Telegraph and Telephone Corporation [1.92%] Sumitomo Mitsui Financial Group, Inc. [1.78%] Komatsu Ltd. [1.77%] Mitsui & Co., Ltd [1.68%]

30-Sep-09 Toyota Motor Corporation [5.32%] Honda Motor Company [2.98%] Mitsubishi UFJ Financial Group, Inc. [2.85%] Canon, Inc. [2.54%] Mitsubishi [2.17%] Nippon Telegraph and Telephone Corporation [2.14%] East Japan Railway Co. [1.67%] Mitsui & Co., Ltd [1.66%] Komatsu Ltd. [1.55%] Sumitomo Corp. [1.51%]

31-Aug-09 Toyota Motor Corporation [5.44%] Mitsubishi UFJ Financial Group, Inc. [3.38%] Honda Motor Company [2.93%] Canon, Inc. [2.31%] Mitsubishi [2.08%] Nippon Telegraph and Telephone Corporation [1.97%] Mitsui & Co., Ltd [1.58%] East Japan Railway Co. [1.44%] Sumitomo Corp. [1.43%] ORIX CORPORATION [1.42%]

Click here for Stock Holding Change Map in JPMorgan Intrepid Japan B Fund (CVJBX)

  

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See more information on JPMorgan Intrepid Japan B Fund (CVJBX)

• JPMorgan Intrepid Japan B Fund Insights
• JPMorgan Intrepid Japan B Fund Performance Data
• JPMorgan Intrepid Japan B Fund News
• JPMorgan Intrepid Japan B Fund Score Explaination
• JPMorgan Intrepid Japan B Fund Manager Information
• Historic JPMorgan Intrepid Japan B Fund Asset Allocation Report
• Historic JPMorgan Intrepid Japan B Fund Top 10 Holding Tracking
• Historic JPMorgan Intrepid Japan B Fund Asset Under Management Tracking