Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | JSECX Insights | JSECX Score | JSECX Performance | JSECX Manager | JSECX News | JSECX Allocation | JSECX Holdings Change

Mutual Fund Insights: JPMorgan Small Cap Equity C Fund (JSECX)

In-depth Analysis of JPMorgan Small Cap Equity C Fund (JSECX)

Mutual fund chart: JPMorgan Small Cap Equity C Fund (JSECX)

3 months
6 months
1 year
3 year
5 year

See JPMorgan Small Cap Equity C Fund (JSECX) performance details as of February 28, 2010

  

    Last Trade: $25.84 on 3/19/2010, Change: -0.16 (-0.62%)
Experiment our closing price forecasting tool for JPMorgan Small Cap Equity C Fund (JSECX) (alpha release)

  

Fund Manager - Glenn Gawronski

Fund Manager Tenure: 5.6 years   [Similar Funds: JSERX  JSEZX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Gawronski, vice president of JPMIM, has worked as portfolio manager for JPMIM or its affiliates since 2004 and has been employed with the firm since 1999. Prior to becoming a portfolio manager, Glenn Gawronski was an analyst for a micro cap portfolio.  Get more insights on Glenn Gawronski

  

What we like about JPMorgan Small Cap Equity C Fund (JSECX) What we like about JPMorgan Small Cap Equity C Fund (JSECX)

Data for JPMorgan Small Cap Equity C Fund (JSECX) as of February 28, 2010

  • JPMorgan Small Cap Equity C Fund (JSECX) management has been with JPMorgan Small Cap Equity C Fund for 5.6 years
  • JPMorgan Small Cap Equity C Fund (JSECX) has good Long-term performance (5-year return 5.07% vs 0.80 % Small Growth category average)
  • JPMorgan Small Cap Equity C Fund (JSECX) has a Morningstar rating of 4 and above
  • JPMorgan Small Cap Equity C Fund (JSECX) has an annual stock turnover rate of 45.00% vs Small Growth average of 136.50%. It is good that JPMorgan Small Cap Equity C management does not trade extensively for its return.
  • JPMorgan Small Cap Equity C Fund (JSECX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.6, lower than category average of 24.99

  

What we are cautious about JPMorgan Small Cap Equity C Fund (JSECX) What we are cautious about JPMorgan Small Cap Equity C Fund (JSECX)

Data for JPMorgan Small Cap Equity C Fund (JSECX) as of February 28, 2010

  • JPMorgan Small Cap Equity C Fund (JSECX) has a less-than-ideal short-term performance (1-year return 53.17% vs 60.01 % Small Growth category average)
  • JPMorgan Small Cap Equity C Fund (JSECX) has a less-than-ideal mid-term performance (3-year return -2.06% vs -5.64 % Small Growth category average)
  • JPMorgan Small Cap Equity C Fund (JSECX) ratio of up-years vs down years can be improved
  • JPMorgan Small Cap Equity C Fund (JSECX) has a higher management fee of 1.80% than its Small Growth average of 1.60%
  • JPMorgan Small Cap Equity C Fund (JSECX) carries a 1% load
See JPMorgan Small Cap Equity C Fund (JSECX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Small Growth category?

Below are some additional Small Growth mutual funds generated out of our database

  

JPMorgan Small Cap Equity C Fund (JSECX) Net Asset

Track net asset change of JPMorgan Small Cap Equity C fund (JSECX)

DateNet Asset
02/2010$1.74B
01/2010$33.61M
11/2009$33.46M
More historic net asset information on JPMorgan Small Cap Equity C Fund (JSECX)

  

JPMorgan Small Cap Equity C Fund (JSECX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Small Cap Equity C fund (JSECX)

DateCashStockBondOther
01/20103.44%96.56%0%0%
10/20094.74%95.26%0%0%
09/20093.8%96.2%0%0%
Click here to see more historic asset allocation information on JPMorgan Small Cap Equity C Fund (JSECX)

  

Most Recent Top 10 Holdings in JPMorgan Small Cap Equity C Fund (JSECX)

Discover what JPMorgan Small Cap Equity C Fund (JSECX) manager is buying

31-Jan-10
Pro-Assurance Corporation Commo [3.44%]
Proassurance Corporation [2.68%]
Jarden Corporation Common Stock [2.51%]
Transdigm Group Incorporated Tr [2.14%]
Silgan Holdings, Inc. [2.11%]
Waste Connections Inc. Common S [1.82%]
PSS World Medical Inc. [1.73%]
Herman Miller, Inc. [1.62%]
NTELOS Holdings Corp. [1.54%]

31-Oct-09
JPMorgan Prime Money Market Inst [4.74%]
PROASSURANCE CORP [3.08%]
Silgan Holdings, Inc. [2.57%]
JARDEN CP [2.55%]
PSS World Medical Inc. [2.12%]
TRANSDIGM GRP INC [1.87%]
WASTE CONNECTIONS [1.86%]
Hansen Natural Corporation [1.73%]


30-Sep-09
JPMorgan Prime Money Market Inst [3.8%]
PROASSURANCE CORP [3.09%]
JARDEN CP [2.53%]
Silgan Holdings, Inc. [2.44%]
TRANSDIGM GRP INC [2.3%]
PSS World Medical Inc. [2.21%]
optionsXpress Holdings, Inc. [1.75%]
PHARMERICA CORP [1.73%]
Hansen Natural Corporation [1.7%]
NTELOS Holdings Corp. [1.69%]
Click here for Stock Holding Change Map in JPMorgan Small Cap Equity C Fund (JSECX)

  

Related books and products to JPMorgan Small Cap Equity C Fund (JSECX)

  

Latest News on JPMorgan Small Cap Equity C (JSECX)

See what is happening with JPMorgan Small Cap Equity C Fund (JSECX)

 

Books and Resources

 

 

See more information on JPMorgan Small Cap Equity C Fund (JSECX)