Mutual Fund Insights: JPMorgan Intrepid European Inst Fund (JFEIX)

In-depth Analysis of JPMorgan Intrepid European Inst Fund (JFEIX)

3 months 6 months 1 year 3 year 5 year

See JPMorgan Intrepid European Inst Fund (JFEIX) performance details as of January 31, 2010

  

Last Trade: $17.82 on 3/18/2010, Change: -0.23 (-1.27%)

  

Fund Manager - John Baker

Fund Manager Tenure: 4.7 years   [Similar Funds: JFESX ]
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

John Baker, vice president, is a portfolio manager within the JPMAM European Equity Group. A long-standing employee, John joined the company in 1994 as an assistant on the UK Retail Funds desk, now integrated into the European Equity Group. John obtained a BA from University College Cork, Ireland. He is an Associate of the Institute of Investment Management & Research.  Get more insights on John Baker

  

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

Data for JPMorgan Intrepid European Inst Fund (JFEIX) as of January 31, 2010

• JPMorgan Intrepid European Inst Fund (JFEIX) management has been with JPMorgan Intrepid European Inst Fund for 4.7 years
• JPMorgan Intrepid European Inst Fund (JFEIX) has good Long-term performance (5-year return 4.20% vs 3.99% Europe Stock category average)
• 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 Morningstar rating of 4 and above
• JPMorgan Intrepid European Inst Fund (JFEIX) is less volatile than its peers as it has a 3-year Standard Deviation of 25.5, lower than category average of 27.28
• JPMorgan Intrepid European Inst Fund (JFEIX) has a lower management fee than its Europe Stock average: 1.00% vs 1.72%
• JPMorgan Intrepid European Inst Fund (JFEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

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

Data for JPMorgan Intrepid European Inst Fund (JFEIX) as of January 31, 2010

• JPMorgan Intrepid European Inst Fund (JFEIX) has a less-than-ideal short-term performance (1-year return 36.95% vs 59.71% Europe Stock category average)
• JPMorgan Intrepid European Inst Fund (JFEIX) has a less-than-ideal mid-term performance (3-year return -10.18% vs -8.66% Europe Stock category average)
• JPMorgan Intrepid European Inst Fund (JFEIX) is less safe compared to its Europe Stock peers
• JPMorgan Intrepid European Inst Fund (JFEIX) has an annual stock turnover rate of 433.00% that is higher than the Europe Stock average of 123.48%. 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) does not have a good risk adjusted return as its 3-year Alpha of -2.1 is worse than category average of 0.41, and its 3-year Sharpe ratio is -0.37

See JPMorgan Intrepid European Inst Fund (JFEIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Europe Stock category?

Below are some additional Europe Stock mutual funds generated out of our database

• Henderson European Focus A (HFEAX)    [ Compare with JPMorgan Intrepid European Inst Fund (JFEIX) ]
• See top fund managers for Europe Stock Category Funds
• Browse other funds in Europe Stock Category

  

JPMorgan Intrepid European Inst Fund (JFEIX) Net Asset

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

Date	Net Asset
01/2010	$39.73M
11/2009	$35.16M
10/2009	$34.06M

More historic net asset information on JPMorgan Intrepid European Inst Fund (JFEIX)

  

JPMorgan Intrepid European Inst Fund (JFEIX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
10/2009	0.87%	99.13%	0%	0%
09/2009	2.48%	96.88%	0%	0.64%
07/2009	0%	99.91%	0%	0.09%

Click here to see more historic asset allocation information on JPMorgan Intrepid European Inst Fund (JFEIX)

  

Most Recent Top 10 Holdings in JPMorgan Intrepid European Inst Fund (JFEIX)

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

31-Oct-09 BP Plc [4.33%] ASTRAZENECA PLC ADS [3.37%] Novartis [3.27%] BANCO SANTANDER CHI [2.71%] Vodafone Group PLC [2.58%] Aixtron AG [2.29%] TELEFONICA SA [2.19%] ENEL SPA [2.08%] Clariant AG, Muttenz [2.07%] BANCO SANTANDER CHI [2.06%]

30-Sep-09 HSBC HOLDINGS PLC [3.23%] BP Plc [2.73%] JPMorgan Prime Money Market Inst [2.48%] TULLET PREBN ORD [2.24%] ALCATEL LUCENT [2.23%] CS GROUP AG N ORD [2.21%] BANCO SANTANDER CHI [2.09%] ATMOS ENERGY CP [2%] BANCO BILBAO VIZCAYA ARGENTARI [1.88%] BMB MUNAI INC [1.83%]

31-Jul-09 BP PLC [3.19%] Roche Holding AG [2.88%] ASTRAZENECA PLC ADS [2.78%] BANCO BILBAO VIZCAYA ARGENTARI [2.62%] HSBC HOLDINGS PLC [2.37%] CS GROUP AG N ORD [2.35%] BANCO SANTANDER CHI [2.34%] LLOYDS TSB GROUP PLC [2.09%] BMB MUNAI INC [1.79%] [1.74%]

Click here for Stock Holding Change Map in JPMorgan Intrepid European Inst Fund (JFEIX)

  

Related books and products to JPMorgan Intrepid European Inst Fund (JFEIX)

  

Latest News on JPMorgan Intrepid European Inst (JFEIX)

See what is happening with JPMorgan Intrepid European Inst Fund (JFEIX)

Yahoo! Finance: RSS feed not found See more news on JPMorgan Intrepid European Inst Fund (JFEIX)

 

Books and Resources

 

 

See more information on JPMorgan Intrepid European Inst Fund (JFEIX)

• JPMorgan Intrepid European Inst Fund Insights
• JPMorgan Intrepid European Inst Fund Performance Data
• JPMorgan Intrepid European Inst Fund News
• JPMorgan Intrepid European Inst Fund Score Explaination
• JPMorgan Intrepid European Inst Fund Manager Information
• Historic JPMorgan Intrepid European Inst Fund Asset Allocation Report
• Historic JPMorgan Intrepid European Inst Fund Top 10 Holding Tracking
• Historic JPMorgan Intrepid European Inst Fund Asset Under Management Tracking