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JPMorgan Disciplined Equity Sel (JDESX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan Disciplined Equity Sel (JDESX) Fund

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Graph of JPMorgan Disciplined Equity Sel Fund (JDESX) ManagerFund Manager - Raffaele Zingone

Fund Manager Information

Fund Manager Tenure: 17.8 years
Similar Funds: JDEAX  JDEUX 
Fund Family: JPMorgan
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Zingone is vice president of JPMIM. He has been a portfolio manager in the U.S. Equity Group since 2000 and has been a JPMIM employee since 1991. Zingone holds the Chartered Financial Analyst designation.  Get more insights on Raffaele Zingone

 

Graph of JPMorgan Disciplined Equity Sel Fund (JDESX) ProfileJPMorgan Disciplined Equity Sel Fund (JDESX) Profile

Fund Profile and Description

JPMorgan Disciplined Equity Sel Fund seeks to provide a consistently high total return from a broadly diversified portfolio of equity securities with risk characteristics similar to the S&P 500 Index. JPMorgan Disciplined Equity Sel Fund invests at least 80% of assets in equities. It primarily invests in the common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index. Sector by sector, the fund’s weightings are similar to those of the S&P 500 Index. Within each sector, the fund modestly overweights equity securities that it considers undervalued or fairly valued while modestly underweighting or not holding equity securities that appear overvalued.

 

JPMorgan Disciplined Equity Sel (JDESX) Fund Strength What we like about JPMorgan Disciplined Equity Sel (JDESX) Fund

Data for JPMorgan Disciplined Equity Sel Fund (JDESX) as of May 30, 2016

  • JPMorgan Disciplined Equity Sel Fund (JDESX) management has been with JPMorgan Disciplined Equity Sel Fund for 17.8 years
  • JPMorgan Disciplined Equity Sel Fund (JDESX) has good mid-term performance (3-year return 9.64% vs 9.43% Large Blend category median performance)
  • JPMorgan Disciplined Equity Sel Fund (JDESX) has good Long-term performance (5-year return 11.22% vs 10.15% Large Blend category median performance)
  • JPMorgan Disciplined Equity Sel Fund (JDESX) ratio of up-years vs down years is greater than 2
  • JPMorgan Disciplined Equity Sel Fund (JDESX) has a Morningstar rating of 4 and above
  • Asset base in JPMorgan Disciplined Equity Sel Fund (JDESX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JPMorgan Disciplined Equity Sel Fund (JDESX) has a lower expense ratio than its Large Blend average: 0.60% vs 1.02%
  • JPMorgan Disciplined Equity Sel Fund (JDESX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

JPMorgan Disciplined Equity Sel Fund (JDESX) Weakness What we are cautious about JPMorgan Disciplined Equity Sel (JDESX) Fund

Data for JPMorgan Disciplined Equity Sel Fund (JDESX) as of May 30, 2016

  • JPMorgan Disciplined Equity Sel Fund (JDESX) has a less-than-ideal short-term performance (1-year return -4.38% vs -1.15% Large Blend category median performance)
  • JPMorgan Disciplined Equity Sel Fund (JDESX) is less safe compared to its Large Blend peers
  • JPMorgan Disciplined Equity Sel Fund (JDESX) has an annual stock turnover rate of 144.00% that is higher than the Large Blend average of 53.12%. This could mean JPMorgan Disciplined Equity Sel is more nimble, but also signal potential high tax impact and high trading fees
  • JPMorgan Disciplined Equity Sel Fund (JDESX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.99 that is higher than category average of 11.67
See JPMorgan Disciplined Equity Sel Fund (JDESX) performance details as of May 30, 2016

 

What do you think?

 

Compare JPMorgan Disciplined Equity Sel Fund (JDESX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan Disciplined Equity Sel1.73-4.389.6411.22
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare JPMorgan Disciplined Equity Sel Fund (JDESX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of JPMorgan Disciplined Equity Sel Fund (JDESX) Net Asset TrackingJPMorgan Disciplined Equity Sel (JDESX) Fund Net Asset

Track net asset change of JPMorgan Disciplined Equity Sel fund (JDESX)

DateNet Asset
05/2016$8.32B
03/2016$8.17B
02/2016$7.50B
More historic net asset information on JPMorgan Disciplined Equity Sel Fund (JDESX)

  

Graph of JPMorgan Disciplined Equity Sel Fund (JDESX) Portfolio TrackingJPMorgan Disciplined Equity Sel (JDESX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan Disciplined Equity Sel fund (JDESX)

DateCashStockBondOther
04/20161.44%98.56%0%0%
02/20161.95%98.05%0%0%
01/20161.91%98.09%0%0%
Click here to see more historic asset allocation information on JPMorgan Disciplined Equity Sel Fund (JDESX)

 

graph of JPMorgan Disciplined Equity Sel Fund (JDESX) Top 10 Position TrackingTop 10 Holdings in JPMorgan Disciplined Equity Sel (JDESX) Fund

Discover what JPMorgan Disciplined Equity Sel Fund (JDESX) manager is buying

Apr 29, 2016
Microsoft Corporation [3.23%]
Apple Inc. [2.84%]
Alphabet Inc. [2.82%]
Bristol-Myers Squibb Company Co [2.15%]
Pepsico, Inc. Common Stock [2.02%]
Facebook, Inc. [1.89%]
Gilead Sciences, Inc. [1.74%]
Broadcom Limited [1.59%]
Yum! Brands, Inc. [1.54%]

Feb 28, 2016
Apple Inc. [3.08%]
Microsoft Corporation [2.96%]
Alphabet Inc. [2.92%]
Pepsico, Inc. Common Stock [2.1%]
Bristol-Myers Squibb Company Co [2.01%]
Broadcom Limited [1.81%]
Bank of America Corporation Com [1.79%]
Facebook, Inc. [1.77%]
Aetna Inc. Common Stock [1.77%]

Jan 30, 2016
Apple Inc. [3.08%]
Alphabet Inc. [3.06%]
Microsoft Corporation [2.72%]
Bank of America Corporation Com [2.16%]
Pepsico, Inc. Common Stock [2.01%]
Accenture plc Class A Ordinary [1.81%]
Broadcom Limited [1.79%]
Lam Research Corporation [1.74%]
Pfizer, Inc. Common Stock [1.71%]
Click here for Stock Holding Change Map in JPMorgan Disciplined Equity Sel Fund (JDESX)

  

Latest News on JPMorgan Disciplined Equity Sel (JDESX) Fund

See what is happening with JPMorgan Disciplined Equity Sel Fund (JDESX)

 

JPMorgan Disciplined Equity Sel Fund (JDESX) Related ResourcesSee more information on JPMorgan Disciplined Equity Sel (JDESX) Fund

Popular pages on JPMorgan Disciplined Equity Sel (JDESX) Fund

  

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