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JPMorgan Intrepid European Inst (JFEIX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan Intrepid European Inst (JFEIX) Fund

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Graph of JPMorgan Intrepid European Inst Fund (JFEIX) ManagerFund Manager - Jonathan Ingram

Fund Manager Information

Fund Manager Tenure: 12.7 years
Similar Funds: JFESX 
Fund Family: JPMorgan
Fund Category: Europe Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Mr. Ingram, Managing Director, leads the high alpha team of the JPMorgan Funds European Equity Group. Mr. Ingram has been with JPMIM and its affiliates since 2000. Mr. Ingram is a CFA charterholder.  Get more insights on Jonathan Ingram

 

Graph of JPMorgan Intrepid European Inst Fund (JFEIX) ProfileJPMorgan Intrepid European Inst Fund (JFEIX) Profile

Fund Profile and Description

JPMorgan Intrepid European Inst Fund seeks long-term capital growth. JPMorgan Intrepid European Inst Fund invests primarily in equity securities issued by companies with principal business activities in Western Europe. It normally invests at least 80% of the value of assets in equity securities of European issuers. It invests no more than 20% of assets in debt securities denominated in a currency other than the U.S. dollar and no more than 20% of assets in debt securities issued by a single foreign government or international organization, such as the World Bank.

 

JPMorgan Intrepid European Inst (JFEIX) Fund Strength What we like about JPMorgan Intrepid European Inst (JFEIX) Fund

Data for JPMorgan Intrepid European Inst Fund (JFEIX) as of May 30, 2016

  • JPMorgan Intrepid European Inst Fund (JFEIX) management has been with JPMorgan Intrepid European Inst Fund for 12.7 years
  • JPMorgan Intrepid European Inst Fund (JFEIX) has good mid-term performance (3-year return 3.78% vs 2.97% Europe Stock category median performance)
  • JPMorgan Intrepid European Inst Fund (JFEIX) has good Long-term performance (5-year return 4.57% vs 3.04% Europe Stock category median performance)
  • JPMorgan Intrepid European Inst Fund (JFEIX) ratio of up-years vs down years is greater than 2
  • JPMorgan Intrepid European Inst Fund (JFEIX) has a lower expense ratio than its Europe Stock average: 0.90% vs 1.41%
  • JPMorgan Intrepid European Inst Fund (JFEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

JPMorgan Intrepid European Inst Fund (JFEIX) Weakness What we are cautious about JPMorgan Intrepid European Inst (JFEIX) Fund

Data for JPMorgan Intrepid European Inst Fund (JFEIX) as of May 30, 2016

  • JPMorgan Intrepid European Inst Fund (JFEIX) has a less-than-ideal short-term performance (1-year return -10.13% vs -10.07% Europe Stock category median performance)
  • JPMorgan Intrepid European Inst Fund (JFEIX) has a Morningstar rating of 3 and below
  • JPMorgan Intrepid European Inst Fund (JFEIX) has an annual stock turnover rate of 167.00% that is higher than the Europe Stock average of 48.12%. This could mean JPMorgan Intrepid European Inst is more nimble, but also signal potential high tax impact and high trading fees
  • JPMorgan Intrepid European Inst Fund (JFEIX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.94 that is higher than category average of 13.08
See JPMorgan Intrepid European Inst Fund (JFEIX) performance details as of May 30, 2016

 

What do you think?

 

Compare JPMorgan Intrepid European Inst Fund (JFEIX)Compare with other top Europe Stock category mutual funds

Aadditional top Europe Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan Intrepid European Inst-4.33-10.133.784.57
Invesco European Growth A (AEDAX)0.14-5.094.154.57Compare
DFA Continental Small Company I (DFCSX)3.171.9310.254.36Compare
Invesco European Growth Y (AEDYX)0.26-4.854.414.84Compare

See top fund managers for Europe Stock Category Funds

 

Compare JPMorgan Intrepid European Inst Fund (JFEIX)Compare with Europe Stock category ETFs

Some Europe Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Europe (IEV)000
SPDR EURO STOXX 50 ETF (FEZ)000
SPDR STOXX Europe 50 ETF (FEU)000
WisdomTree Europe Hedged Equity ETF (HEDJ)-0.17%-9.90%7.10%
Vanguard FTSE Europe ETF (VGK)0.02%-9.82%2.36%

 

Graph of JPMorgan Intrepid European Inst Fund (JFEIX) Net Asset TrackingJPMorgan Intrepid European Inst (JFEIX) Fund Net Asset

Track net asset change of JPMorgan Intrepid European Inst fund (JFEIX)

DateNet Asset
05/2016$954.64M
03/2016$980.73M
02/2016$940.43M
More historic net asset information on JPMorgan Intrepid European Inst Fund (JFEIX)

  

Graph of JPMorgan Intrepid European Inst Fund (JFEIX) Portfolio TrackingJPMorgan Intrepid European Inst (JFEIX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan Intrepid European Inst fund (JFEIX)

DateCashStockBondOther
04/20165.25%94.75%0%0%
02/20161.75%98.25%0%0%
01/20161.09%98.91%0%0%
Click here to see more historic asset allocation information on JPMorgan Intrepid European Inst Fund (JFEIX)

 

graph of JPMorgan Intrepid European Inst Fund (JFEIX) Top 10 Position TrackingTop 10 Holdings in JPMorgan Intrepid European Inst (JFEIX) Fund

Discover what JPMorgan Intrepid European Inst Fund (JFEIX) manager is buying

Apr 29, 2016
NESTLE SA CHAM ET VE [3.03%]
ROCHE HLDG AG DIV RT [2.82%]
Royal Dutch Shell PLC Class A [2.81%]
Reckitt Benckiser Group PLC [2.52%]
Siemens AG [2.41%]
NOVO NORDISK A/S B [2.32%]
British American Tobacco PLC [2.11%]
ANHEUSER-BUSCH INBEV [1.95%]
UNILEVER NV CERT SHS [1.95%]
HSBC Holdings PLC [1.89%]

Feb 28, 2016
Reckitt Benckiser Group PLC [2.89%]
ROCHE HLDG AG DIV RT [2.8%]
UNILEVER NV CERT SHS [2.69%]
BT Group PLC [2.6%]
NOVO NORDISK A/S B [2.59%]
NESTLE SA CHAM ET VE [2.19%]
Vinci SA [2.16%]
Siemens AG [2.1%]
Imperial Brands PLC [2.09%]
BNP Paribas [2.01%]

Jan 30, 2016
ROCHE HLDG AG DIV RT [2.68%]
NOVO NORDISK A/S B [2.63%]
UNILEVER NV CERT SHS [2.62%]
BT Group PLC [2.54%]
NOKIA (AB) OY EUR 0. [2.43%]
ANHEUSER-BUSCH INBEV [2.31%]
SX5E/AXA BANQUE 25 [2.12%]
Imperial Brands PLC [2.1%]
Siemens AG [2.07%]
Vinci SA [2%]
Click here for Stock Holding Change Map in JPMorgan Intrepid European Inst Fund (JFEIX)

  

Latest News on JPMorgan Intrepid European Inst (JFEIX) Fund

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