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Mutual Fund Insights: JPMorgan Asia Equity A Fund (JAEAX)

In-depth Analysis of JPMorgan Asia Equity A Fund (JAEAX)

Mutual fund chart: JPMorgan Asia Equity A Fund (JAEAX)

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See JPMorgan Asia Equity A Fund (JAEAX) performance details as of February 28, 2010

Last Trade: $31.21 on 3/19/2010, Change: -0.13 (-0.41%)

Fund Manager - Pauline Ng

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

Ng. Vice President, joined JFIMI and its affiliates in 2005. From 2001â2005, Pauline Ng worked as a Japan telecommunications analyst and then as a fund manager responsible for Malaysia and emerging Asia with Allianz Dresdner Asset Management. Pauline Ng holds the Chartered Financial Analyst designation. Get more insights on Pauline Ng

What we like about JPMorgan Asia Equity A Fund (JAEAX)

Data for JPMorgan Asia Equity A Fund (JAEAX) as of February 28, 2010

JPMorgan Asia Equity A Fund (JAEAX) has good Long-term performance (5-year return 8.59% vs 12.21 % Pacific/Asia ex-Japan Stk category average)
JPMorgan Asia Equity A Fund (JAEAX) ratio of up-years vs down years is greater than 2
JPMorgan Asia Equity A Fund (JAEAX) is less volatile than its peers as it has a 3-year Standard Deviation of 34.58, lower than category average of 34.6
JPMorgan Asia Equity A Fund (JAEAX) has a lower management fee than its Pacific/Asia ex-Japan Stk average: 1.71% vs 2.01%

What we are cautious about JPMorgan Asia Equity A Fund (JAEAX)

Data for JPMorgan Asia Equity A Fund (JAEAX) as of February 28, 2010

JPMorgan Asia Equity A Fund (JAEAX) management has been with JPMorgan Asia Equity A Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
JPMorgan Asia Equity A Fund (JAEAX) has a less-than-ideal short-term performance (1-year return 80.41% vs 85.24 % Pacific/Asia ex-Japan Stk category average)
JPMorgan Asia Equity A Fund (JAEAX) has a less-than-ideal mid-term performance (3-year return 1.44% vs 3.74 % Pacific/Asia ex-Japan Stk category average)
JPMorgan Asia Equity A Fund (JAEAX) has a Morningstar rating of 3 and below
JPMorgan Asia Equity A Fund (JAEAX) has an annual stock turnover rate of 211.00% that is higher than the Pacific/Asia ex-Japan Stk average of 84.26%. This could mean JPMorgan Asia Equity A is more nimble, but also signal potential high tax impact and high trading fees
JPMorgan Asia Equity A Fund (JAEAX) does not have a good risk adjusted return as its 3-year Alpha of 15.14 is worse than category average of 16.86, and its 3-year Sharpe ratio is 0.16
JPMorgan Asia Equity A Fund (JAEAX) carries a 5.25% load

See JPMorgan Asia Equity A Fund (JAEAX) performance details as of February 28, 2010

Interested in other top mutual funds in similar Pacific/Asia ex-Japan Stk category?

Below are some additional Pacific/Asia ex-Japan Stk mutual funds generated out of our database

JPMorgan Asia Equity A Fund (JAEAX) Net Asset

Track net asset change of JPMorgan Asia Equity A fund (JAEAX)

Date	Net Asset
02/2010	$1.73B
01/2010	$16.17M
11/2009	$18.95M

More historic net asset information on JPMorgan Asia Equity A Fund (JAEAX)

JPMorgan Asia Equity A Fund (JAEAX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Asia Equity A fund (JAEAX)

Date	Cash	Stock	Bond	Other
01/2010	0%	98.74%	0%	1.26%
10/2009	0%	100%	0%	0%
09/2009	0%	100%	0%	0%

Click here to see more historic asset allocation information on JPMorgan Asia Equity A Fund (JAEAX)

Most Recent Top 10 Holdings in JPMorgan Asia Equity A Fund (JAEAX)

Discover what JPMorgan Asia Equity A Fund (JAEAX) manager is buying

31-Jan-10

[3.78%]
Ping An Insurance (group) Company Of China, Ltd. [3.67%]
[2.97%]
[2.69%]
[2.69%]
[2.66%]
PT United Tractors TBK [2.52%]
Samsung Engineering Co Ltd [2.49%]
[2.43%]
[2.42%]

31-Oct-09

China Construction Bank Corporation [4.29%]
Ping An Insurance (group) Company Of China, Ltd. [3.23%]
China Shenhua Energy Company Limited [3.01%]
Olam International Limited [3%]
Hon Hai Precision Ind. Co., Ltd. [2.95%]
Industrial And Commercial Bank Of China Limited [2.6%]
United Microelectronics Corp. [2.58%]
Samsung Electronics [2.57%]
Bank Of Communications Co., Ltd. [2.47%]
KB Financial Grp [2.46%]

30-Sep-09

KB Financial Grp [3.27%]
Hon Hai Precision Ind. Co., Ltd. [2.85%]
Ping An Insurance (group) Company Of China, Ltd. [2.82%]
Olam International Limited [2.57%]
China Construction Bank Corporation [2.49%]
Samsung Electronics [2.43%]
WHARF(HLDGS) [2.39%]
Sun Hung Kai Properties, Ltd. [2.38%]
China Shenhua Energy Company Limited [2.34%]
Banpu Public [2.31%]

Click here for Stock Holding Change Map in JPMorgan Asia Equity A Fund (JAEAX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.