Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Helen Hou


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | JBJAX Insights | JBJAX Score | JBJAX Performance | JBJAX Manager | JBJAX News | JBJAX Allocation | JBJAX Holdings Change

Mutual Fund Insights: Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

In-depth Analysis of Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

Mutual fund chart: Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

3 months
6 months
1 year
3 year
5 year

See Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) performance details as of January 31, 2010

  

    Last Trade: $10.01 on 3/15/2010, Change: -0.04 (-0.4%)
Experiment our closing price forecasting tool for Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) (alpha release)

  

Fund Manager - Richard Glass

Fund Manager Tenure: 7.8 years   [Similar Funds: JBJBX  JBJCX  JBJDX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Glass has been associated with Morgan Stanley Investment Mgt Inc. in an investment management capacity since October 2001. Glass holds the Chartered Financial Analyst designation.  Get more insights on Richard Glass

  

What we like about Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) What we like about Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

Data for Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) as of January 31, 2010

  • Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) management has been with Morgan Stanley Sm-Md Spec Val A Fund for 7.8 years
  • Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) has good mid-term performance (3-year return -5.15% vs -6.98% Mid-Cap Value category average)
  • Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) has good Long-term performance (5-year return 2.94% vs 1.33% Mid-Cap Value category average)
  • Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.42, lower than category average of 24.2

  

What we are cautious about Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) What we are cautious about Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

Data for Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) as of January 31, 2010

  • Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) has a less-than-ideal short-term performance (1-year return 39.60% vs 43.98% Mid-Cap Value category average)
  • Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) has a Morningstar rating of 3 and below
  • Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) has a higher management fee of 1.46% than its Mid-Cap Value average of 1.37%
  • Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) carries a 5.25% load
See Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Value category?

Below are some additional Mid-Cap Value mutual funds generated out of our database

  

Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) Net Asset

Track net asset change of Morgan Stanley Sm-Md Spec Val A fund (JBJAX)

DateNet Asset
01/2010$23.27M
11/2009$23.08M
10/2009$22.65M
More historic net asset information on Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

  

Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Sm-Md Spec Val A fund (JBJAX)

DateCashStockBondOther
09/20093.5%95.48%0%1.02%
06/20094.63%94.33%0%1.04%
03/20090%98.39%1.61%0%
Click here to see more historic asset allocation information on Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

  

Most Recent Top 10 Holdings in Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

Discover what Morgan Stanley Sm-Md Spec Val A Fund (JBJAX) manager is buying

30-Sep-09
HANOVER INSURANCE GR [4.15%]
MAXIMUS INC [4.09%]
REINSURANCE GROUP [3.23%]
INTERPUBLIC GROUP [3.16%]
A A R CP [3.13%]
PACTIV CORP [3.11%]
COMPUTER SCIENCES CP [2.84%]
CONSECO INC [2.83%]
SCRIPPS NETWORKS INT [2.66%]
CONAGRA FOOD INC [2.39%]

30-Jun-09
HANOVER INSURANCE GR [4.51%]
MAXIMUS INC [4%]
TERADATA CORP [3.47%]
A A R CP [3.43%]
REINSURANCE GROUP [3.36%]
GOODRICH CORPORATION [2.94%]
PACTIV CORP [2.86%]
COMPUTER SCIENCES CP [2.81%]
CORN PRODUCTS INTL [2.69%]
CONAGRA FOOD INC [2.5%]

31-Mar-09
MAXIMUS INC [4.86%]
HANOVER INSURANCE GR [4.27%]
REINSURANCE GROUP [3.99%]
A A R CP [3.73%]
ASSURANT INC [3.36%]
GOODRICH CORPORATION [3.17%]
TERADATA CORP [3.05%]
MARKEL CP HLDG CO [2.93%]
CENTURYTEL INC [2.86%]
PERKIN ELMER INC [2.8%]
Click here for Stock Holding Change Map in Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

  

Related books and products to Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

  

Latest News on Morgan Stanley Sm-Md Spec Val A (JBJAX)

See what is happening with Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)

 

Books and Resources

 

 

See more information on Morgan Stanley Sm-Md Spec Val A Fund (JBJAX)