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Mutual Fund Insights: JPMorgan Intrepid Plus A Fund (JPSAX)

In-depth Analysis of JPMorgan Intrepid Plus A Fund (JPSAX)

Mutual fund chart: JPMorgan Intrepid Plus A Fund (JPSAX)

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See JPMorgan Intrepid Plus A Fund (JPSAX) performance details as of February 28, 2010

  

    Last Trade: $13.49 on 3/19/2010, Change: -0.09 (-0.66%)
Experiment our closing price forecasting tool for JPMorgan Intrepid Plus A Fund (JPSAX) (alpha release)

  

Fund Manager - Jason Adam Alonzo

Fund Manager Tenure: 4.1 years   [Similar Funds: JPSCX ]
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)
Jason Adam Alonzo is vice president of JPMIM and has been with JPMIM or its affiliates (or one of their predecessors) since 2000. Prior to joining the portfolio management team in 2003, Jason Adam Alonzo served as an investment assistant in the U.S. Equity Group.  Get more insights on Jason Adam Alonzo

  

What we like about JPMorgan Intrepid Plus A Fund (JPSAX) What we like about JPMorgan Intrepid Plus A Fund (JPSAX)

Data for JPMorgan Intrepid Plus A Fund (JPSAX) as of February 28, 2010

  • JPMorgan Intrepid Plus A Fund (JPSAX) management has been with JPMorgan Intrepid Plus A Fund for 4.1 years
  • JPMorgan Intrepid Plus A Fund (JPSAX) has good mid-term performance (3-year return -7.94% vs -5.77 % Large Blend category average)
  • JPMorgan Intrepid Plus A Fund (JPSAX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.27, lower than category average of 20.62

  

What we are cautious about JPMorgan Intrepid Plus A Fund (JPSAX) What we are cautious about JPMorgan Intrepid Plus A Fund (JPSAX)

Data for JPMorgan Intrepid Plus A Fund (JPSAX) as of February 28, 2010

  • JPMorgan Intrepid Plus A Fund is a focused fund with 34.24% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • JPMorgan Intrepid Plus A Fund (JPSAX) has a less-than-ideal short-term performance (1-year return 50.51% vs 53.54 % Large Blend category average)
  • JPMorgan Intrepid Plus A Fund (JPSAX) ratio of up-years vs down years can be improved
  • JPMorgan Intrepid Plus A Fund (JPSAX) has a Morningstar rating of 3 and below
  • JPMorgan Intrepid Plus A Fund (JPSAX) is less safe compared to its Large Blend peers
  • JPMorgan Intrepid Plus A Fund (JPSAX) has an annual stock turnover rate of 504.00% that is higher than the Large Blend average of 79.86%. This could mean JPMorgan Intrepid Plus A is more nimble, but also signal potential high tax impact and high trading fees
  • JPMorgan Intrepid Plus A Fund (JPSAX) does not have a good risk adjusted return as its 3-year Alpha of -2.52 is worse than category average of 0.06, and its 3-year Sharpe ratio is -0.39
  • JPMorgan Intrepid Plus A Fund (JPSAX) has a higher management fee of 1.55% than its Large Blend average of 1.11%
  • JPMorgan Intrepid Plus A Fund (JPSAX) carries a 5.25% load
See JPMorgan Intrepid Plus A Fund (JPSAX) performance details as of February 28, 2010

  

  

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JPMorgan Intrepid Plus A Fund (JPSAX) Net Asset

Track net asset change of JPMorgan Intrepid Plus A fund (JPSAX)

DateNet Asset
02/2010$138.89M
01/2010$26.08M
11/2009$22.33M
More historic net asset information on JPMorgan Intrepid Plus A Fund (JPSAX)

  

JPMorgan Intrepid Plus A Fund (JPSAX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Intrepid Plus A fund (JPSAX)

DateCashStockBondOther
01/20100%98.7%0%1.3%
10/20091.46%98.54%0%0%
09/20091.79%98.22%0%0%
Click here to see more historic asset allocation information on JPMorgan Intrepid Plus A Fund (JPSAX)

  

Most Recent Top 10 Holdings in JPMorgan Intrepid Plus A Fund (JPSAX)

Discover what JPMorgan Intrepid Plus A Fund (JPSAX) manager is buying

31-Jan-10
Microsoft Corporation [4.89%]
Wal-Mart Stores, Inc. Common St [4.55%]
Pfizer, Inc. Common Stock [3.71%]
Wells Fargo & Company Common St [3.45%]
Merck & Company, Inc. Common St [3.29%]
Exxon Mobil Corporation Common [3.18%]
Procter & Gamble Company (The) [3.16%]
Johnson & Johnson Common Stock [2.83%]
Oracle Corporation [2.68%]
Google Inc. [2.5%]

31-Oct-09
Microsoft Corporation [4.33%]
CHEVRON CORP [4.25%]
EXXON MOBIL CP [4.25%]
Google Inc. [3.91%]
PFIZER INC [3.47%]
GOLDMAN SACHS GRP [3.41%]
PROCTER GAMBLE CO [3.33%]
COCA COLA CO THE [2.89%]
E M C CP [2.86%]
Apple Inc. [2.84%]

30-Sep-09
EXXON MOBIL CP [3.52%]
Cisco Systems, Inc. [3.52%]
HEWLETT PACKARD CO [3.24%]
Google Inc. [3.23%]
PFIZER INC [3.17%]
Microsoft Corporation [3.15%]
BK OF AMERICA CP [3.06%]
GOLDMAN SACHS GRP [3.02%]
ABBOTT LABORATORIES [2.83%]
PROCTER GAMBLE CO [2.78%]
Click here for Stock Holding Change Map in JPMorgan Intrepid Plus A Fund (JPSAX)

  

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