Mutual Fund Insights: JPMorgan OH Municipal Bond Select Fund (HLOMX)

In-depth Analysis of JPMorgan OH Municipal Bond Select Fund (HLOMX)

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See JPMorgan OH Municipal Bond Select Fund (HLOMX) performance details as of January 31, 2010

  

Last Trade: $11.11 on 3/18/2010, Change: 0.00 (0%)

  

Fund Manager - David Sivinski

Fund Manager Tenure: 15.2 years
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

Sivinski is currently a portfolio manager with J.P. Morgan Investment Management. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation.  Get more insights on David Sivinski

  

 What we like about JPMorgan OH Municipal Bond Select Fund (HLOMX)

Data for JPMorgan OH Municipal Bond Select Fund (HLOMX) as of January 31, 2010

• JPMorgan OH Municipal Bond Select Fund (HLOMX) management has been with JPMorgan OH Municipal Bond Select Fund for 15.2 years
• JPMorgan OH Municipal Bond Select Fund (HLOMX) has good mid-term performance (3-year return 4.82% vs 3.26% Muni Ohio category average)
• JPMorgan OH Municipal Bond Select Fund (HLOMX) has good Long-term performance (5-year return 3.83% vs 3.26% Muni Ohio category average)
• JPMorgan OH Municipal Bond Select Fund (HLOMX) ratio of up-years vs down years is greater than 2
• JPMorgan OH Municipal Bond Select Fund (HLOMX) has a Morningstar rating of 4 and above
• JPMorgan OH Municipal Bond Select Fund (HLOMX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.86, lower than category average of 6.48
• JPMorgan OH Municipal Bond Select Fund (HLOMX) has a lower management fee than its Muni Ohio average: 0.63% vs 1.04%
• JPMorgan OH Municipal Bond Select Fund (HLOMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about JPMorgan OH Municipal Bond Select Fund (HLOMX)

Data for JPMorgan OH Municipal Bond Select Fund (HLOMX) as of January 31, 2010

• JPMorgan OH Municipal Bond Select Fund (HLOMX) has a less-than-ideal short-term performance (1-year return 4.27% vs 9.24% Muni Ohio category average)

See JPMorgan OH Municipal Bond Select Fund (HLOMX) performance details as of January 31, 2010

  

  

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JPMorgan OH Municipal Bond Select Fund (HLOMX) Net Asset

Track net asset change of JPMorgan OH Municipal Bond Select fund (HLOMX)

Date	Net Asset
01/2010	$115.24M
11/2009	$106.52M
10/2009	$103.71M

More historic net asset information on JPMorgan OH Municipal Bond Select Fund (HLOMX)

  

JPMorgan OH Municipal Bond Select Fund (HLOMX) Portfolio Allocation

Track portfolio allocation change of JPMorgan OH Municipal Bond Select fund (HLOMX)

Date	Cash	Stock	Bond	Other
10/2009	7.35%	0%	92.65%	0%
09/2009	7.48%	0%	92.52%	0%
08/2009	9.29%	0%	90.71%	0%

Click here to see more historic asset allocation information on JPMorgan OH Municipal Bond Select Fund (HLOMX)

  

Most Recent Top 10 Holdings in JPMorgan OH Municipal Bond Select Fund (HLOMX)

Discover what JPMorgan OH Municipal Bond Select Fund (HLOMX) manager is buying

31-Oct-09 JPMorgan Tax-Free Money Mkt Inst [5.92%] Ohio St Tpk Commn Tpk Rev Ref Rev B 5.5% [2.01%] Cleveland Ohio Ctfs Partn Cops [1.75%] Ohio St Bldg Auth 5% [1.54%] Clermont Cnty Ohio Wtrwks Rev Ref 5.25% [1.13%] Ohio St Go Bds 5% [1.06%] Summit Cnty Ohio Port Auth 4.5% [1%] Lakota Ohio Loc Sch Dist 5.25% [0.99%] Riversouth Auth 5% [0.96%] Cuyahoga Cnty Ohio Rev Rev Bds 5.5% [0.95%]

30-Sep-09 JPMorgan Tax-Free Money Mkt Inst [6.07%] Ohio St Tpk Commn Tpk Rev Ref Rev B 5.5% [2%] Cleveland Ohio Ctfs Partn Cops [1.71%] Ohio St Bldg Auth 5% [1.59%] Clermont Cnty Ohio Wtrwks Rev Ref 5.25% [1.12%] Ohio St Go Bds 5% [1.07%] Lakota Ohio Loc Sch Dist 5.25% [1.03%] Summit Cnty Ohio Port Auth 4.5% [0.98%] Riversouth Auth 5% [0.97%] Cuyahoga Cnty Ohio Rev Rev Bds 5.5% [0.94%]

31-Aug-09 JPMorgan Tax-Free Money Mkt Inst [7.8%] Ohio St Tpk Commn Tpk Rev Ref Rev B 5.5% [2.08%] Cleveland Ohio Ctfs Partn Cops [1.78%] Ohio St Bldg Auth 5% [1.61%] Clermont Cnty Ohio Wtrwks Rev Ref 5.25% [1.17%] Ohio St Go Bds 5% [1.11%] Summit Cnty Ohio Port Auth 4.5% [1.04%] Lakota Ohio Loc Sch Dist 5.25% [1.02%] Riversouth Auth 5% [1%] Cuyahoga Cnty Ohio Rev Rev Bds 5.5% [0.98%]

Click here for Stock Holding Change Map in JPMorgan OH Municipal Bond Select Fund (HLOMX)

  

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See more information on JPMorgan OH Municipal Bond Select Fund (HLOMX)

• JPMorgan OH Municipal Bond Select Fund Insights
• JPMorgan OH Municipal Bond Select Fund Performance Data
• JPMorgan OH Municipal Bond Select Fund News
• JPMorgan OH Municipal Bond Select Fund Score Explaination
• JPMorgan OH Municipal Bond Select Fund Manager Information
• Historic JPMorgan OH Municipal Bond Select Fund Asset Allocation Report
• Historic JPMorgan OH Municipal Bond Select Fund Top 10 Holding Tracking
• Historic JPMorgan OH Municipal Bond Select Fund Asset Under Management Tracking