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

Mutual Fund Insights: JPMorgan Emerging Mkts Eq B Fund (JFBMX)

In-depth Analysis of JPMorgan Emerging Mkts Eq B Fund (JFBMX)

Mutual fund chart: JPMorgan Emerging Mkts Eq B Fund (JFBMX)

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See JPMorgan Emerging Mkts Eq B Fund (JFBMX) performance details as of January 31, 2010

  

    Last Trade: $20.79 on 3/11/2010, Change: +0.01 (0.05%)

  

Fund Manager - Austin Forey

Fund Manager Tenure: 4.5 years   [Similar Funds: JFAMX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
'An employee since 1988, Austin Forey is a portfolio manager based in London, responsible for Global Emerging Markets portfolios, a role he has fulfilled since 1994. Prior to this he worked in the UK market, where he was deputy head of UK research. Before this, Austin worked as research analyst covering engineering, and subsequently all financial sectors, including property; other responsibilities included co-management of a mid-cap investment trust, and two specialist unit trusts.  Get more insights on Austin Forey

  

What we like about JPMorgan Emerging Mkts Eq B Fund (JFBMX) What we like about JPMorgan Emerging Mkts Eq B Fund (JFBMX)

Data for JPMorgan Emerging Mkts Eq B Fund (JFBMX) as of January 31, 2010

  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) management has been with JPMorgan Emerging Mkts Eq B Fund for 4.5 years
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) has good mid-term performance (3-year return 1.61% vs 0.16% Diversified Emerging Mkts category average)
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) has good Long-term performance (5-year return 12.16% vs 11.75% Diversified Emerging Mkts category average)
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) ratio of up-years vs down years is greater than 2
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) has a Morningstar rating of 4 and above
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) has an annual stock turnover rate of 10.00% vs Diversified Emerging Mkts average of 85.71%. It is good that JPMorgan Emerging Mkts Eq B management does not trade extensively for its return.
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) is less volatile than its peers as it has a 3-year Standard Deviation of 30.29, lower than category average of 33.23

  

What we are cautious about JPMorgan Emerging Mkts Eq B Fund (JFBMX) What we are cautious about JPMorgan Emerging Mkts Eq B Fund (JFBMX)

Data for JPMorgan Emerging Mkts Eq B Fund (JFBMX) as of January 31, 2010

  • JPMorgan Emerging Mkts Eq B Fund is a focused fund with 34.62% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) has a less-than-ideal short-term performance (1-year return 67.49% vs 78.02% Diversified Emerging Mkts category average)
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) is less safe compared to its Diversified Emerging Mkts peers
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) does not have a good risk adjusted return as its 3-year Alpha of 12.64 is worse than category average of 12.91, and its 3-year Sharpe ratio is 0.14
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) has a higher management fee of 2.33% than its Diversified Emerging Mkts average of 1.76%
  • JPMorgan Emerging Mkts Eq B Fund (JFBMX) carries a 5% load
See JPMorgan Emerging Mkts Eq B Fund (JFBMX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Diversified Emerging Mkts category?

Below are some additional Diversified Emerging Mkts mutual funds generated out of our database

  

JPMorgan Emerging Mkts Eq B Fund (JFBMX) Net Asset

Track net asset change of JPMorgan Emerging Mkts Eq B fund (JFBMX)

DateNet Asset
01/2010$10.61M
11/2009$10.92M
10/2009$10.50M
More historic net asset information on JPMorgan Emerging Mkts Eq B Fund (JFBMX)

  

JPMorgan Emerging Mkts Eq B Fund (JFBMX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Emerging Mkts Eq B fund (JFBMX)

DateCashStockBondOther
10/20094.76%95.24%0%0%
09/20091.52%98.48%0%0%
08/20095%95%0%0%
Click here to see more historic asset allocation information on JPMorgan Emerging Mkts Eq B Fund (JFBMX)

  

Most Recent Top 10 Holdings in JPMorgan Emerging Mkts Eq B Fund (JFBMX)

Discover what JPMorgan Emerging Mkts Eq B Fund (JFBMX) manager is buying

31-Oct-09
Vale S.A. [5.6%]
Petroleo Brasileiro S.A. [5.47%]
JPMorgan Prime Money Market Inst [4.76%]
China Merchants Bank Co.,limited [3.76%]
Housing Development Finance Corporation Ltd. [3.75%]
China Mobile Ltd. [3.24%]
Ak Sberegatelny Bank Sberbank [2.95%]
Samsung Electronics [2.65%]
Ping An Insurance (group) Company Of China, Ltd. [2.59%]
Itau Unibanco Holding [2.42%]

30-Sep-09
Petroleo Brasileiro S.A. [7.58%]
Vale S.A. [5.27%]
China Mobile Ltd. [3.84%]
Housing Development Finance Corporation Ltd. [3.54%]
China Merchants Bank Co.,limited [2.97%]
VAIL RESORTS INC [2.96%]
Sberbank Rossii OAO [2.84%]
Itau Unibanco Banco Multiplo [2.83%]
Samsung Electronics [2.61%]
TAIWAN SEMICOND ADS [2.6%]

31-Aug-09
Petroleo Brasileiro S.A. [6.72%]
JPMorgan Prime Money Market Inst [5%]
Vale S.A. [4.64%]
China Mobile Ltd. [4.38%]
Housing Development Finance Corporation Ltd. [3.26%]
VAIL RESORTS INC [3.12%]
China Merchants Bank Co.,limited [3.06%]
AMERICA MOVIL, S.A.B [3.02%]
RENESOLA LTD [2.63%]
Bharti Airtel Ltd. [2.61%]
Click here for Stock Holding Change Map in JPMorgan Emerging Mkts Eq B Fund (JFBMX)

  

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