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JPMorgan Realty Income R5 (JRIRX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan Realty Income R5 (JRIRX) Fund

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Graph of JPMorgan Realty Income R5 Fund (JRIRX) ManagerFund Manager - Jason Ko

Fund Manager Information

Fund Manager Tenure: 10.7 years
Fund Family: JPMorgan
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Jason Ko, a Vice President of JPMIM, also participates in the management of the Realty Income Fund. An employee since 2002, Mr. Ko covers selected areas within the REIT and specialty finance sectors for the Equity Group. Previously, Mr. Ko worked as a research associate focusing on REITs and cyclicals sectors and as an investment assistant in the U.S. Active Equity Group. Mr. Ko holds a B.S. in electrical engineering and a B.A. in economics from Brown University. He is also a CFA charterholder.  Get more insights on Jason Ko

 

Graph of JPMorgan Realty Income R5 Fund (JRIRX) ProfileJPMorgan Realty Income R5 Fund (JRIRX) Profile

Fund Profile and Description

JPMorgan Realty Income R5 Fund seeks total investment return through capital appreciation and current income. JPMorgan Realty Income R5 Fund normally invests at least 80% of net assets in equity securities of real estate investment trusts, including REITs with small market capitalizations. It may also invest up to 15% of net assets in illiquid holdings. JPMorgan Realty Income R5 Fund is non-diversified.

 

JPMorgan Realty Income R5 (JRIRX) Fund Strength What we like about JPMorgan Realty Income R5 (JRIRX) Fund

Data for JPMorgan Realty Income R5 Fund (JRIRX) as of May 30, 2016

  • JPMorgan Realty Income R5 Fund (JRIRX) management has been with JPMorgan Realty Income R5 Fund for 10.7 years
  • JPMorgan Realty Income R5 Fund (JRIRX) has good Long-term performance (5-year return 9.50% vs 9.40% Real Estate category median performance)
  • JPMorgan Realty Income R5 Fund (JRIRX) ratio of up-years vs down years is greater than 2
  • Asset base in JPMorgan Realty Income R5 Fund (JRIRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JPMorgan Realty Income R5 Fund (JRIRX) has a lower expense ratio than its Real Estate average: 0.73% vs 1.28%
  • JPMorgan Realty Income R5 Fund (JRIRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

JPMorgan Realty Income R5 Fund (JRIRX) Weakness What we are cautious about JPMorgan Realty Income R5 (JRIRX) Fund

Data for JPMorgan Realty Income R5 Fund (JRIRX) as of May 30, 2016

  • JPMorgan Realty Income R5 Fund (JRIRX) has a less-than-ideal short-term performance (1-year return 8.02% vs 9.01% Real Estate category median performance)
  • JPMorgan Realty Income R5 Fund (JRIRX) has a less-than-ideal mid-term performance (3-year return 9.60% vs 9.69% Real Estate category median performance)
  • JPMorgan Realty Income R5 Fund (JRIRX) has a Morningstar rating of 3 and below
  • JPMorgan Realty Income R5 Fund (JRIRX) has an annual stock turnover rate of 93.00% that is higher than the Real Estate average of 61.66%. This could mean JPMorgan Realty Income R5 is more nimble, but also signal potential high tax impact and high trading fees
  • JPMorgan Realty Income R5 Fund (JRIRX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.96 that is higher than category average of 14.6
  • As a Real Estate focused fund, JPMorgan Realty Income R5 Fund (JRIRX) is less diversified and has inherited sector risks associated with the fund
See JPMorgan Realty Income R5 Fund (JRIRX) performance details as of May 30, 2016

 

What do you think?

 

Compare JPMorgan Realty Income R5 Fund (JRIRX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan Realty Income R53.208.029.609.50
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare

See top fund managers for Real Estate Category Funds

 

Compare JPMorgan Realty Income R5 Fund (JRIRX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of JPMorgan Realty Income R5 Fund (JRIRX) Net Asset TrackingJPMorgan Realty Income R5 (JRIRX) Fund Net Asset

Track net asset change of JPMorgan Realty Income R5 fund (JRIRX)

DateNet Asset
05/2016$2.23B
03/2016$2.22B
02/2016$1.96B
More historic net asset information on JPMorgan Realty Income R5 Fund (JRIRX)

  

Graph of JPMorgan Realty Income R5 Fund (JRIRX) Portfolio TrackingJPMorgan Realty Income R5 (JRIRX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan Realty Income R5 fund (JRIRX)

DateCashStockBondOther
04/20162.38%97.62%0%0%
02/20160.91%99.09%0%0%
01/20161.07%98.93%0%0%
Click here to see more historic asset allocation information on JPMorgan Realty Income R5 Fund (JRIRX)

 

graph of JPMorgan Realty Income R5 Fund (JRIRX) Top 10 Position TrackingTop 10 Holdings in JPMorgan Realty Income R5 (JRIRX) Fund

Discover what JPMorgan Realty Income R5 Fund (JRIRX) manager is buying

Apr 29, 2016
Simon Property Group, Inc. Comm [9.49%]
AvalonBay Communities, Inc. Com [6.17%]
Equinix, Inc. [5.99%]
HCP, Inc. Common Stock [5.04%]
Kimco Realty Corporation Common [4.99%]
SL Green Realty Corporation Com [4.68%]
Public Storage Common Stock [4.64%]
ProLogis, Inc. Common Stock [4.07%]
Vornado Realty Trust Common Sto [3.64%]
Macerich Company (The) Common S [3.54%]

Feb 28, 2016
Simon Property Group, Inc. Comm [7.26%]
AvalonBay Communities, Inc. Com [6.4%]
Public Storage Common Stock [6.14%]
Equinix, Inc. [5.68%]
Kimco Realty Corporation Common [4.99%]
Equity Residential Common Share [4.61%]
SL Green Realty Corporation Com [4.33%]
Vornado Realty Trust Common Sto [4.12%]
HCP, Inc. Common Stock [3.98%]
Macerich Company (The) Common S [3.83%]

Jan 30, 2016
AvalonBay Communities, Inc. Com [6.22%]
Simon Property Group, Inc. Comm [6.12%]
Public Storage Common Stock [5.95%]
Kimco Realty Corporation Common [5.17%]
Equinix, Inc. [5.06%]
HCP, Inc. Common Stock [4.74%]
ProLogis, Inc. Common Stock [4.58%]
General Growth Properties, Inc. [3.77%]
Essex Property Trust, Inc. Comm [3.74%]
Vornado Realty Trust Common Sto [3.58%]
Click here for Stock Holding Change Map in JPMorgan Realty Income R5 Fund (JRIRX)

  

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