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JPMorgan US Small Company Sel (JSCSX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan US Small Company Sel (JSCSX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of JPMorgan US Small Company Sel Fund (JSCSX) ManagerFund Manager - Dennis S. Ruhl

Fund Manager Information

Fund Manager Tenure: 14.2 years
Fund Family: JPMorgan
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

 

Graph of JPMorgan US Small Company Sel Fund (JSCSX) ProfileJPMorgan US Small Company Sel Fund (JSCSX) Profile

Fund Profile and Description

JPMorgan US Small Company Sel Fund seeks to provide high total return from a portfolio of small company stocks. JPMorgan US Small Company Sel Fund normally invests at least 80% of assets in equity securities of small-cap U.S. companies with market capitalizations similar to those within the universe of the Russell 2000 Index. It pursues returns that exceed those of the Russell 2000 Index while seeking to limit its volatility relative to this index. JPMorgan US Small Company Sel Fund primarily invests in common stocks and REITs.

 

JPMorgan US Small Company Sel (JSCSX) Fund Strength What we like about JPMorgan US Small Company Sel (JSCSX) Fund

Data for JPMorgan US Small Company Sel Fund (JSCSX) as of May 30, 2016

  • JPMorgan US Small Company Sel Fund (JSCSX) management has been with JPMorgan US Small Company Sel Fund for 14.2 years
  • JPMorgan US Small Company Sel Fund (JSCSX) has good mid-term performance (3-year return 8.27% vs 6.96% Small Blend category median performance)
  • JPMorgan US Small Company Sel Fund (JSCSX) has good Long-term performance (5-year return 9.55% vs 7.84% Small Blend category median performance)
  • JPMorgan US Small Company Sel Fund (JSCSX) has a Morningstar rating of 4 and above
  • Asset base in JPMorgan US Small Company Sel Fund (JSCSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JPMorgan US Small Company Sel Fund (JSCSX) has a lower expense ratio than its Small Blend average: 1.00% vs 1.22%
  • JPMorgan US Small Company Sel Fund (JSCSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

JPMorgan US Small Company Sel Fund (JSCSX) Weakness What we are cautious about JPMorgan US Small Company Sel (JSCSX) Fund

Data for JPMorgan US Small Company Sel Fund (JSCSX) as of May 30, 2016

  • JPMorgan US Small Company Sel Fund (JSCSX) has a less-than-ideal short-term performance (1-year return -5.43% vs -5.18% Small Blend category median performance)
  • JPMorgan US Small Company Sel Fund (JSCSX) ratio of up-years vs down years can be improved
  • JPMorgan US Small Company Sel Fund (JSCSX) has an annual stock turnover rate of 56.00% that is higher than the Small Blend average of 52.13%. This could mean JPMorgan US Small Company Sel is more nimble, but also signal potential high tax impact and high trading fees
  • JPMorgan US Small Company Sel Fund (JSCSX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.59 that is higher than category average of 14.58
See JPMorgan US Small Company Sel Fund (JSCSX) performance details as of May 30, 2016

 

What do you think?

 

Compare JPMorgan US Small Company Sel Fund (JSCSX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan US Small Company Sel1.51-5.438.279.55
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare JPMorgan US Small Company Sel Fund (JSCSX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of JPMorgan US Small Company Sel Fund (JSCSX) Net Asset TrackingJPMorgan US Small Company Sel (JSCSX) Fund Net Asset

Track net asset change of JPMorgan US Small Company Sel fund (JSCSX)

DateNet Asset
05/2016$1.32B
03/2016$1.24B
02/2016$1.04B
More historic net asset information on JPMorgan US Small Company Sel Fund (JSCSX)

  

Graph of JPMorgan US Small Company Sel Fund (JSCSX) Portfolio TrackingJPMorgan US Small Company Sel (JSCSX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan US Small Company Sel fund (JSCSX)

DateCashStockBondOther
04/20163.32%96.6%0%0.08%
02/20164.36%95.56%0%0.08%
01/20162.57%97.35%0%0.08%
Click here to see more historic asset allocation information on JPMorgan US Small Company Sel Fund (JSCSX)

 

graph of JPMorgan US Small Company Sel Fund (JSCSX) Top 10 Position TrackingTop 10 Holdings in JPMorgan US Small Company Sel (JSCSX) Fund

Discover what JPMorgan US Small Company Sel Fund (JSCSX) manager is buying

Apr 29, 2016
CoreSite Realty Corporation Com [1.32%]
Take-Two Interactive Software, [1.29%]
Outerwall Inc. [1.19%]
Darling Ingredients Inc. Common [1.19%]
Cooper Tire & Rubber Company Co [1.11%]
Surgical Care Affiliates, Inc. [1.1%]
REX American Resources Corporat [1.08%]
Aspen Technology, Inc. [1.07%]
Sonic Corp. [1%]

Feb 28, 2016
Take-Two Interactive Software, [1.44%]
Cooper Tire & Rubber Company Co [1.38%]
Rovi Corporation [1.28%]
CoreSite Realty Corporation Com [1.24%]
Aspen Technology, Inc. [1.15%]
REX American Resources Corporat [1.1%]
Westamerica Bancorporation [1.1%]
Surgical Care Affiliates, Inc. [1%]
CYS Investments, Inc. Common St [0.94%]

Jan 30, 2016
Take-Two Interactive Software, [1.48%]
CoreSite Realty Corporation Com [1.38%]
Rovi Corporation [1.38%]
Cooper Tire & Rubber Company Co [1.29%]
Aspen Technology, Inc. [1.25%]
REX American Resources Corporat [1.17%]
Westamerica Bancorporation [1.08%]
Surgical Care Affiliates, Inc. [1.07%]
Convergys Corporation Common St [0.98%]
Click here for Stock Holding Change Map in JPMorgan US Small Company Sel Fund (JSCSX)

  

Latest News on JPMorgan US Small Company Sel (JSCSX) Fund

See what is happening with JPMorgan US Small Company Sel Fund (JSCSX)

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JPMorgan US Small Company Sel Fund (JSCSX) Related ResourcesSee more information on JPMorgan US Small Company Sel (JSCSX) Fund

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