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JPMorgan US Dynamic Plus C (JPSCX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan US Dynamic Plus C (JPSCX) Fund

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Graph of JPMorgan US Dynamic Plus C Fund (JPSCX) ManagerFund Manager - Dennis Ruhl

Fund Manager Information

Fund Manager Tenure: 7.9 years
Similar Funds: JPSAX 
Fund Family: JPMorgan
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

 

Graph of JPMorgan US Dynamic Plus C Fund (JPSCX) ProfileJPMorgan US Dynamic Plus C Fund (JPSCX) Profile

Fund Profile and Description

JPMorgan US Dynamic Plus C Fund seeks to provide long term capital appreciation. JPMorgan US Dynamic Plus C Fund normally invests at least 80% of assets in long and short positions with respect to equity securities of U.S. companies. These equity securities will primarily be common stocks. The adviser leverages a proprietary stock ranking system that is enhanced by a fundamental overlay to determine the attractiveness of stocks within the investment universe. “Plus” in the fund’s name refers to the additional return the fund endeavors to add both relative to the S&P 500 Index as well as relative to traditional strategies which do not have the ability to sell stock short.

 

JPMorgan US Dynamic Plus C (JPSCX) Fund Strength What we like about JPMorgan US Dynamic Plus C (JPSCX) Fund

Data for JPMorgan US Dynamic Plus C Fund (JPSCX) as of May 30, 2016

  • JPMorgan US Dynamic Plus C Fund (JPSCX) management has been with JPMorgan US Dynamic Plus C Fund for 7.9 years
  • JPMorgan US Dynamic Plus C Fund (JPSCX) ratio of up-years vs down years is greater than 2
  • Asset base in JPMorgan US Dynamic Plus C Fund (JPSCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

JPMorgan US Dynamic Plus C Fund (JPSCX) Weakness What we are cautious about JPMorgan US Dynamic Plus C (JPSCX) Fund

Data for JPMorgan US Dynamic Plus C Fund (JPSCX) as of May 30, 2016

  • JPMorgan US Dynamic Plus C Fund (JPSCX) has a less-than-ideal short-term performance (1-year return -3.93% vs -1.15% Large Blend category median performance)
  • JPMorgan US Dynamic Plus C Fund (JPSCX) has a less-than-ideal mid-term performance (3-year return 9.02% vs 9.43% Large Blend category median performance)
  • JPMorgan US Dynamic Plus C Fund (JPSCX) has a less-than-ideal Long-term performance (5-year return 9.89% vs 10.15% Large Blend category median performance)
  • JPMorgan US Dynamic Plus C Fund (JPSCX) has a Morningstar rating of 3 and below
  • JPMorgan US Dynamic Plus C Fund (JPSCX) is less safe compared to its Large Blend peers
  • JPMorgan US Dynamic Plus C Fund (JPSCX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.26 that is higher than category average of 11.67
  • JPMorgan US Dynamic Plus C Fund (JPSCX) has a higher expense ratio of 1.79% than its Large Blend average of 1.02%
  • JPMorgan US Dynamic Plus C Fund (JPSCX) carries a 1% load
See JPMorgan US Dynamic Plus C Fund (JPSCX) performance details as of May 30, 2016

 

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Compare JPMorgan US Dynamic Plus C Fund (JPSCX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan US Dynamic Plus C-1.38-3.939.029.89
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare JPMorgan US Dynamic Plus C Fund (JPSCX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of JPMorgan US Dynamic Plus C Fund (JPSCX) Net Asset TrackingJPMorgan US Dynamic Plus C (JPSCX) Fund Net Asset

Track net asset change of JPMorgan US Dynamic Plus C fund (JPSCX)

DateNet Asset
05/2016$433.99M
03/2016$417.08M
02/2016$404.69M
More historic net asset information on JPMorgan US Dynamic Plus C Fund (JPSCX)

  

Graph of JPMorgan US Dynamic Plus C Fund (JPSCX) Portfolio TrackingJPMorgan US Dynamic Plus C (JPSCX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan US Dynamic Plus C fund (JPSCX)

DateCashStockBondOther
04/20161.75%98.25%0%0%
01/20161.37%98.63%0%0%
12/20152.18%97.82%0%0%
Click here to see more historic asset allocation information on JPMorgan US Dynamic Plus C Fund (JPSCX)

 

graph of JPMorgan US Dynamic Plus C Fund (JPSCX) Top 10 Position TrackingTop 10 Holdings in JPMorgan US Dynamic Plus C (JPSCX) Fund

Discover what JPMorgan US Dynamic Plus C Fund (JPSCX) manager is buying

Apr 29, 2016
Apple Inc. [4.65%]
Microsoft Corporation [4.22%]
Gilead Sciences, Inc. [3.37%]
Wells Fargo & Company Common St [3.19%]
Pfizer, Inc. Common Stock [2.98%]
Citigroup, Inc. Common Stock [2.87%]
Northrop Grumman Corporation Co [2.67%]
Home Depot, Inc. (The) Common S [2.53%]
Oracle Corporation Common Stock [2.28%]
Cisco Systems, Inc. [2.25%]

Jan 30, 2016
Microsoft Corporation [5.39%]
Apple Inc. [4.85%]
Wells Fargo & Company Common St [3.48%]
Pfizer, Inc. Common Stock [3.02%]
Gilead Sciences, Inc. [2.75%]
Northrop Grumman Corporation Co [2.7%]
Home Depot, Inc. (The) Common S [2.58%]
Amgen Inc. [2.25%]
Citigroup, Inc. Common Stock [2.22%]
Cigna Corporation Common Stock [2.15%]

Dec 30, 2015
Microsoft Corporation [5.04%]
Apple Inc. [4.87%]
Wells Fargo & Company Common St [3.5%]
Gilead Sciences, Inc. [3.12%]
Pfizer, Inc. Common Stock [2.97%]
Northrop Grumman Corporation Co [2.57%]
Home Depot, Inc. (The) Common S [2.52%]
Citigroup, Inc. Common Stock [2.51%]
Cisco Systems, Inc. [2.27%]
Amgen Inc. [2.23%]
Click here for Stock Holding Change Map in JPMorgan US Dynamic Plus C Fund (JPSCX)

  

Latest News on JPMorgan US Dynamic Plus C (JPSCX) Fund

See what is happening with JPMorgan US Dynamic Plus C Fund (JPSCX)

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JPMorgan US Dynamic Plus C Fund (JPSCX) Related ResourcesSee more information on JPMorgan US Dynamic Plus C (JPSCX) Fund

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