Mutual Fund Insights: ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX)

In-depth Analysis of ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX)

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See ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) performance details as of January 31, 2010

  

Last Trade: $11.10 on 3/19/2010, Change: -0.10 (-0.89%)

Experiment our closing price forecasting tool for ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) (alpha release)

  

Fund Manager - Christopher T. Blum

Fund Manager Tenure: 5.6 years   [Similar Funds: IJSIX  IJSSX  IJSTX ]
Fundmojo Fund Grade: B (Score: 0.66)     (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 ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX)

Data for ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) as of January 31, 2010

• ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) management has been with ING JPMorgan Small Cap Core Equity Adv Fund for 5.6 years
• ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) has good mid-term performance (3-year return -6.36% vs -7.80% Small Blend category average)
• ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) has good Long-term performance (5-year return 0.94% vs 0.36% Small Blend category average)
• ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) has an annual stock turnover rate of 62.00% vs Small Blend average of 96.31%. It is good that ING JPMorgan Small Cap Core Equity Adv management does not trade extensively for its return.
• ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.92, lower than category average of 25.24
• ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) has a lower management fee than its Small Blend average: 1.48% vs 1.53%

  

 What we are cautious about ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX)

Data for ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) as of January 31, 2010

• ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) has a less-than-ideal short-term performance (1-year return 35.44% vs 41.29% Small Blend category average)
• ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) ratio of up-years vs down years can be improved
• ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) has a Morningstar rating of 3 and below
• Even though ING JPMorgan Small Cap Core Equity Adv Fund carries no load, it does have a 0.75% of 12b1 promotion, distributions, marketing expenses

See ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) performance details as of January 31, 2010

  

  

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ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) Net Asset

Track net asset change of ING JPMorgan Small Cap Core Equity Adv fund (IJSAX)

Date	Net Asset
01/2010	$2.45M
11/2009	$2.23M
10/2009	$2.24M

More historic net asset information on ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX)

  

ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) Portfolio Allocation

Track portfolio allocation change of ING JPMorgan Small Cap Core Equity Adv fund (IJSAX)

Date	Cash	Stock	Bond	Other
09/2009	1.23%	98.78%	0%	0%
06/2009	1.19%	98.81%	0%	0%
03/2009	3.83%	96.17%	0%	0%

Click here to see more historic asset allocation information on ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX)

  

Most Recent Top 10 Holdings in ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX)

Discover what ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX) manager is buying

30-Sep-09 PROASSURANCE CORP [1.52%] Silgan Holdings, Inc. [1.46%] JARDEN CP [1.4%] PSS World Medical Inc. [1.27%] TRANSDIGM GRP INC [1.16%] ING Institutional Prime Money Market I [1.01%] optionsXpress Holdings, Inc. [0.95%] Hansen Natural Corporation [0.89%] Travelzoo Inc [0.87%]

30-Jun-09 PROASSURANCE CORP [1.73%] Silgan Holdings, Inc. [1.59%] PSS World Medical Inc. [1.5%] PHARMERICA CORP [1.12%] JARDEN CP [1.09%] TRANSDIGM GRP INC [1.03%] optionsXpress Holdings, Inc. [0.99%] WASTE CONNECTIONS [0.99%] SOLERA HOLDINGS INC [0.96%] CATALYST HEALTH [0.94%]

31-Mar-09 Silgan Holdings, Inc. [2.07%] ProAssurance Corp. [2.05%] PSS World Medical Inc. [1.38%] Myriad Genetics, Inc. [1.34%] Waste Connections, Inc. [1.15%] Transdigm Group Inc [1.1%] SOLERA HOLDINGS INC [1.1%] MICROS Systems, Inc. [1%] Compass Minerals International [0.97%] Cbeyond, Inc. [0.94%]

Click here for Stock Holding Change Map in ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX)

  

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See more information on ING JPMorgan Small Cap Core Equity Adv Fund (IJSAX)

• ING JPMorgan Small Cap Core Equity Adv Fund Insights
• ING JPMorgan Small Cap Core Equity Adv Fund Performance Data
• ING JPMorgan Small Cap Core Equity Adv Fund News
• ING JPMorgan Small Cap Core Equity Adv Fund Score Explaination
• ING JPMorgan Small Cap Core Equity Adv Fund Manager Information
• Historic ING JPMorgan Small Cap Core Equity Adv Fund Asset Allocation Report
• Historic ING JPMorgan Small Cap Core Equity Adv Fund Top 10 Holding Tracking
• Historic ING JPMorgan Small Cap Core Equity Adv Fund Asset Under Management Tracking