Mutual Fund Insights: JPMorgan OH Municipal Bond C Fund (JOMCX)

In-depth Analysis of JPMorgan OH Municipal Bond C Fund (JOMCX)

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See JPMorgan OH Municipal Bond C Fund (JOMCX) performance details as of January 31, 2010

  

Last Trade: $11.21 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - David Sivinski

Fund Manager Tenure: 15.2 years
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

Sivinski is currently a portfolio manager with J.P. Morgan Investment Management. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation.  Get more insights on David Sivinski

  

 What we like about JPMorgan OH Municipal Bond C Fund (JOMCX)

Data for JPMorgan OH Municipal Bond C Fund (JOMCX) as of January 31, 2010

• JPMorgan OH Municipal Bond C Fund (JOMCX) management has been with JPMorgan OH Municipal Bond C Fund for 15.2 years
• JPMorgan OH Municipal Bond C Fund (JOMCX) has good mid-term performance (3-year return 3.93% vs 3.26% Muni Ohio category average)
• JPMorgan OH Municipal Bond C Fund (JOMCX) ratio of up-years vs down years is greater than 2
• JPMorgan OH Municipal Bond C Fund (JOMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.87, lower than category average of 6.48

  

 What we are cautious about JPMorgan OH Municipal Bond C Fund (JOMCX)

Data for JPMorgan OH Municipal Bond C Fund (JOMCX) as of January 31, 2010

• JPMorgan OH Municipal Bond C Fund (JOMCX) has a less-than-ideal short-term performance (1-year return 3.46% vs 9.24% Muni Ohio category average)
• JPMorgan OH Municipal Bond C Fund (JOMCX) has a less-than-ideal Long-term performance (5-year return 2.94% vs 3.26% Muni Ohio category average)
• JPMorgan OH Municipal Bond C Fund (JOMCX) has a Morningstar rating of 3 and below
• JPMorgan OH Municipal Bond C Fund (JOMCX) is less safe compared to its Muni Ohio peers
• JPMorgan OH Municipal Bond C Fund (JOMCX) has a higher management fee of 1.50% than its Muni Ohio average of 1.04%
• JPMorgan OH Municipal Bond C Fund (JOMCX) carries a 1% load

See JPMorgan OH Municipal Bond C Fund (JOMCX) performance details as of January 31, 2010

  

  

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JPMorgan OH Municipal Bond C Fund (JOMCX) Net Asset

Track net asset change of JPMorgan OH Municipal Bond C fund (JOMCX)

Date	Net Asset
01/2010	$60.63M
11/2009	$56.98M
10/2009	$54.65M

More historic net asset information on JPMorgan OH Municipal Bond C Fund (JOMCX)

  

JPMorgan OH Municipal Bond C Fund (JOMCX) Portfolio Allocation

Track portfolio allocation change of JPMorgan OH Municipal Bond C fund (JOMCX)

Date	Cash	Stock	Bond	Other
10/2009	7.35%	0%	92.65%	0%
09/2009	7.48%	0%	92.52%	0%
08/2009	9.29%	0%	90.71%	0%

Click here to see more historic asset allocation information on JPMorgan OH Municipal Bond C Fund (JOMCX)

  

Most Recent Top 10 Holdings in JPMorgan OH Municipal Bond C Fund (JOMCX)

Discover what JPMorgan OH Municipal Bond C Fund (JOMCX) manager is buying

31-Oct-09 JPMorgan Tax-Free Money Mkt Inst [5.92%] Ohio St Tpk Commn Tpk Rev Ref Rev B 5.5% [2.01%] Cleveland Ohio Ctfs Partn Cops [1.75%] Ohio St Bldg Auth 5% [1.54%] Clermont Cnty Ohio Wtrwks Rev Ref 5.25% [1.13%] Ohio St Go Bds 5% [1.06%] Summit Cnty Ohio Port Auth 4.5% [1%] Lakota Ohio Loc Sch Dist 5.25% [0.99%] Riversouth Auth 5% [0.96%] Cuyahoga Cnty Ohio Rev Rev Bds 5.5% [0.95%]

30-Sep-09 JPMorgan Tax-Free Money Mkt Inst [6.07%] Ohio St Tpk Commn Tpk Rev Ref Rev B 5.5% [2%] Cleveland Ohio Ctfs Partn Cops [1.71%] Ohio St Bldg Auth 5% [1.59%] Clermont Cnty Ohio Wtrwks Rev Ref 5.25% [1.12%] Ohio St Go Bds 5% [1.07%] Lakota Ohio Loc Sch Dist 5.25% [1.03%] Summit Cnty Ohio Port Auth 4.5% [0.98%] Riversouth Auth 5% [0.97%] Cuyahoga Cnty Ohio Rev Rev Bds 5.5% [0.94%]

31-Aug-09 JPMorgan Tax-Free Money Mkt Inst [7.8%] Ohio St Tpk Commn Tpk Rev Ref Rev B 5.5% [2.08%] Cleveland Ohio Ctfs Partn Cops [1.78%] Ohio St Bldg Auth 5% [1.61%] Clermont Cnty Ohio Wtrwks Rev Ref 5.25% [1.17%] Ohio St Go Bds 5% [1.11%] Summit Cnty Ohio Port Auth 4.5% [1.04%] Lakota Ohio Loc Sch Dist 5.25% [1.02%] Riversouth Auth 5% [1%] Cuyahoga Cnty Ohio Rev Rev Bds 5.5% [0.98%]

Click here for Stock Holding Change Map in JPMorgan OH Municipal Bond C Fund (JOMCX)

  

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See more information on JPMorgan OH Municipal Bond C Fund (JOMCX)

• JPMorgan OH Municipal Bond C Fund Insights
• JPMorgan OH Municipal Bond C Fund Performance Data
• JPMorgan OH Municipal Bond C Fund News
• JPMorgan OH Municipal Bond C Fund Score Explaination
• JPMorgan OH Municipal Bond C Fund Manager Information
• Historic JPMorgan OH Municipal Bond C Fund Asset Allocation Report
• Historic JPMorgan OH Municipal Bond C Fund Top 10 Holding Tracking
• Historic JPMorgan OH Municipal Bond C Fund Asset Under Management Tracking