Mutual Fund Insights: JPMorgan US Large Cap Core Plus R5 Fund (JCPRX)

In-depth Analysis of JPMorgan US Large Cap Core Plus R5 Fund (JCPRX)

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See JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) performance details as of February 28, 2010

  

Last Trade: $19.05 on 3/19/2010, Change: -0.08 (-0.42%)

Experiment our closing price forecasting tool for JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) (alpha release)

  

Fund Manager - Thomas Luddy

Fund Manager Tenure: 4.4 years
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

Thomas Luddy is a managing director of JPMIM. An employee since 1976, Thomas Luddy has held numerous key positions in the firm, including global head of equity, head of equity research and chief investment officer. Luddy began as an equity research analyst, becoming a portfolio manager in 1982 and has managed portfolios in his various roles for most of the past 18 years. Thomas Luddy holds the Chartered Financial Analyst designation.  Get more insights on Thomas Luddy

  

 What we like about JPMorgan US Large Cap Core Plus R5 Fund (JCPRX)

Data for JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) as of February 28, 2010

• JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) management has been with JPMorgan US Large Cap Core Plus R5 Fund for 4.4 years
• JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) has good short-term performance (1-year return 60.08% vs 53.54 % Large Blend category average)
• JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) has good mid-term performance (3-year return 0.68% vs -5.77 % Large Blend category average)
• JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) has a Morningstar rating of 4 and above
• JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.01, lower than category average of 20.62
• JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) has a lower management fee than its Large Blend average: 0.90% vs 1.11%
• JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about JPMorgan US Large Cap Core Plus R5 Fund (JCPRX)

Data for JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) as of February 28, 2010

• JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) ratio of up-years vs down years can be improved
• JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) has an annual stock turnover rate of 116.00% that is higher than the Large Blend average of 79.86%. This could mean JPMorgan US Large Cap Core Plus R5 is more nimble, but also signal potential high tax impact and high trading fees

See JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) performance details as of February 28, 2010

  

  

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JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) Net Asset

Track net asset change of JPMorgan US Large Cap Core Plus R5 fund (JCPRX)

Date	Net Asset
02/2010	$5.43B
01/2010	$129.25M
11/2009	$129.07M

More historic net asset information on JPMorgan US Large Cap Core Plus R5 Fund (JCPRX)

  

JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) Portfolio Allocation

Track portfolio allocation change of JPMorgan US Large Cap Core Plus R5 fund (JCPRX)

Date	Cash	Stock	Bond	Other
01/2010	1.65%	98%	0%	0.35%
10/2009	2.91%	97.09%	0%	0%
09/2009	1.17%	98.83%	0%	0%

Click here to see more historic asset allocation information on JPMorgan US Large Cap Core Plus R5 Fund (JCPRX)

  

Most Recent Top 10 Holdings in JPMorgan US Large Cap Core Plus R5 Fund (JCPRX)

Discover what JPMorgan US Large Cap Core Plus R5 Fund (JCPRX) manager is buying

31-Jan-10 Hewlett-Packard Company Common [3.91%] Merck & Company, Inc. Common St [3.55%] Microsoft Corporation [3.23%] Google Inc. [2.93%] Exxon Mobil Corporation Common [2.72%] Cisco Systems, Inc. [2.65%] Abbott Laboratories Common Stoc [2.52%] Procter & Gamble Company (The) [2.51%] Time Warner Inc. New Common Sto [2.47%] Wells Fargo & Company Common St [2.44%]

31-Oct-09 HEWLETT PACKARD CO [3.83%] Microsoft Corporation [3.65%] JPMorgan Prime Money Market Inst [3.44%] EXXON MOBIL CP [3.17%] Google Inc. [2.87%] Cisco Systems, Inc. [2.86%] ABBOTT LABORATORIES [2.79%] Merck & Co [2.41%] OCCIDENTAL PET [2.38%] PROCTER GAMBLE CO [2.34%]

30-Sep-09 HEWLETT PACKARD CO [3.68%] Microsoft Corporation [3.48%] GOLDMAN SACHS GRP [3.45%] EXXON MOBIL CP [3.17%] Google Inc. [3.14%] Cisco Systems, Inc. [2.9%] UNITED TECH [2.77%] ABBOTT LABORATORIES [2.73%] PROCTER GAMBLE CO [2.5%] MERCK CO INC [2.33%]

Click here for Stock Holding Change Map in JPMorgan US Large Cap Core Plus R5 Fund (JCPRX)

  

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Latest News on JPMorgan US Large Cap Core Plus R5 (JCPRX)

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See more information on JPMorgan US Large Cap Core Plus R5 Fund (JCPRX)

• JPMorgan US Large Cap Core Plus R5 Fund Insights
• JPMorgan US Large Cap Core Plus R5 Fund Performance Data
• JPMorgan US Large Cap Core Plus R5 Fund News
• JPMorgan US Large Cap Core Plus R5 Fund Score Explaination
• JPMorgan US Large Cap Core Plus R5 Fund Manager Information
• Historic JPMorgan US Large Cap Core Plus R5 Fund Asset Allocation Report
• Historic JPMorgan US Large Cap Core Plus R5 Fund Top 10 Holding Tracking
• Historic JPMorgan US Large Cap Core Plus R5 Fund Asset Under Management Tracking