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Mutual Fund Insights: JPMorgan Emerging Mkts Instl Fund (JMIEX)

In-depth Analysis of JPMorgan Emerging Mkts Instl Fund (JMIEX)

Mutual fund chart: JPMorgan Emerging Mkts Instl Fund (JMIEX)

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See JPMorgan Emerging Mkts Instl Fund (JMIEX) performance details as of February 28, 2010

  

    Last Trade: $21.46 on 3/19/2010, Change: -0.18 (-0.83%)

  

Fund Manager - Greg el Mattiko

Fund Manager Tenure: 4.6 years
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Prior to joining JP Morgan, Greg el Mattiko was a Director of Portfolio Management for Value Management & Research AG, based in Kronberg, Germany, for seven years, where Greg el Mattiko was responsible for European long/short, European Technology, Global, and U.S. Equity funds. Greg el Mattiko holds the Chartered Financial Analyst designation.  Get more insights on Greg el Mattiko

  

What we like about JPMorgan Emerging Mkts Instl Fund (JMIEX) What we like about JPMorgan Emerging Mkts Instl Fund (JMIEX)

Data for JPMorgan Emerging Mkts Instl Fund (JMIEX) as of February 28, 2010

  • JPMorgan Emerging Mkts Instl Fund (JMIEX) management has been with JPMorgan Emerging Mkts Instl Fund for 4.6 years
  • JPMorgan Emerging Mkts Instl Fund (JMIEX) has good mid-term performance (3-year return 3.73% vs 0.80 % Diversified Emerging Mkts category average)
  • JPMorgan Emerging Mkts Instl Fund (JMIEX) has good Long-term performance (5-year return 11.83% vs 10.19 % Diversified Emerging Mkts category average)
  • JPMorgan Emerging Mkts Instl Fund (JMIEX) has a Morningstar rating of 4 and above
  • JPMorgan Emerging Mkts Instl Fund (JMIEX) has an annual stock turnover rate of 10.00% vs Diversified Emerging Mkts average of 94.93%. It is good that JPMorgan Emerging Mkts Instl management does not trade extensively for its return.
  • JPMorgan Emerging Mkts Instl Fund (JMIEX) is less volatile than its peers as it has a 3-year Standard Deviation of 30.28, lower than category average of 33.22
  • JPMorgan Emerging Mkts Instl Fund (JMIEX) has a lower management fee than its Diversified Emerging Mkts average: 1.43% vs 1.78%
  • JPMorgan Emerging Mkts Instl Fund (JMIEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about JPMorgan Emerging Mkts Instl Fund (JMIEX) What we are cautious about JPMorgan Emerging Mkts Instl Fund (JMIEX)

Data for JPMorgan Emerging Mkts Instl Fund (JMIEX) as of February 28, 2010

  • JPMorgan Emerging Mkts Instl Fund is a focused fund with 34.48% 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 Instl Fund (JMIEX) has a less-than-ideal short-term performance (1-year return 84.69% vs 89.99 % Diversified Emerging Mkts category average)
  • JPMorgan Emerging Mkts Instl Fund (JMIEX) ratio of up-years vs down years can be improved
See JPMorgan Emerging Mkts Instl Fund (JMIEX) performance details as of February 28, 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 Instl Fund (JMIEX) Net Asset

Track net asset change of JPMorgan Emerging Mkts Instl fund (JMIEX)

DateNet Asset
02/2010$921.00M
01/2010$343.38M
11/2009$345.72M
More historic net asset information on JPMorgan Emerging Mkts Instl Fund (JMIEX)

  

JPMorgan Emerging Mkts Instl Fund (JMIEX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Emerging Mkts Instl fund (JMIEX)

DateCashStockBondOther
01/20103.85%95.1%0%1.05%
10/20094.76%95.24%0%0%
09/20091.52%98.48%0%0%
Click here to see more historic asset allocation information on JPMorgan Emerging Mkts Instl Fund (JMIEX)

  

Most Recent Top 10 Holdings in JPMorgan Emerging Mkts Instl Fund (JMIEX)

Discover what JPMorgan Emerging Mkts Instl Fund (JMIEX) manager is buying

31-Jan-10
[4.83%]
[4.79%]
Jpmorgan Tax Free Money Market Fund [3.85%]
Ak Sberegatelny Bank Sberbank [3.69%]
[3.55%]
[3.17%]
Samsung Electronics Co Ltd [2.88%]
[2.83%]
[2.55%]
Taiwan Semiconductor Manufactur [2.34%]

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%]
Click here for Stock Holding Change Map in JPMorgan Emerging Mkts Instl Fund (JMIEX)

  

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