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Fund Intelligence | Best Managers | JSERX Insights | JSERX Score | JSERX Performance | JSERX News | JSERX Allocation | JSERX Holdings Change
JPMorgan Small Cap Equity R5 (JSERX) Fund Ranking and Research
Ranking, Research and Recommendation of JPMorgan Small Cap Equity R5 (JSERX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Don J. San Jose
Fund Manager Information
Fund Manager Tenure: 11.3 yearsSimilar Funds: JSECX JSEZX
Fund Family: JPMorgan
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81) (What does this score mean?)
JPMorgan Small Cap Equity R5 Fund (JSERX) Profile
Fund Profile and Description
JPMorgan Small Cap Equity R5 Fund seeks capital growth over the long term. JPMorgan Small Cap Equity R5 Fund normally invests at least 80% of assets in equity securities of small-cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index stocks at the time of purchase. JPMorgan Small Cap Equity R5 Fund invests primarily in common stocks.
What we like about JPMorgan Small Cap Equity R5 (JSERX) Fund
Data for JPMorgan Small Cap Equity R5 Fund (JSERX) as of May 30, 2016
- JPMorgan Small Cap Equity R5 Fund (JSERX) management has been with JPMorgan Small Cap Equity R5 Fund for 11.3 years
- JPMorgan Small Cap Equity R5 Fund (JSERX) has good short-term performance (1-year return 0.86% vs -5.18% Small Blend category median performance)
- JPMorgan Small Cap Equity R5 Fund (JSERX) has good mid-term performance (3-year return 10.16% vs 6.96% Small Blend category median performance)
- JPMorgan Small Cap Equity R5 Fund (JSERX) has good Long-term performance (5-year return 11.19% vs 7.84% Small Blend category median performance)
- JPMorgan Small Cap Equity R5 Fund (JSERX) ratio of up-years vs down years is greater than 2
- JPMorgan Small Cap Equity R5 Fund (JSERX) has a Morningstar rating of 4 and above
- JPMorgan Small Cap Equity R5 Fund (JSERX) has an annual stock turnover rate of 20.00% vs Small Blend average of 52.13%. It is good that JPMorgan Small Cap Equity R5 management does not trade extensively for its return.
- JPMorgan Small Cap Equity R5 Fund (JSERX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.55, lower than category average of 14.58
- JPMorgan Small Cap Equity R5 Fund (JSERX) has a lower expense ratio than its Small Blend average: 0.79% vs 1.22%
- JPMorgan Small Cap Equity R5 Fund (JSERX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about JPMorgan Small Cap Equity R5 (JSERX) Fund
Data for JPMorgan Small Cap Equity R5 Fund (JSERX) as of May 30, 2016
What do you think?
Compare with other top Small Blend category mutual funds
Aadditional top Small Blend mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
JPMorgan Small Cap Equity R5 | 7.03 | 0.86 | 10.16 | 11.19 | |
Voya Small Company W (ISMWX) | 5.84 | 0.39 | 9.50 | 9.36 | Compare |
Natixis Vaughan Nelson Small Cap Value A (NEFJX) | 4.84 | -1.74 | 10.70 | 10.01 | Compare |
CRM Small Cap Value Instl (CRISX) | 4.71 | -1.57 | 8.11 | 6.99 | Compare |
See top fund managers for Small Blend Category Funds
Compare with Small Blend category ETFs
Some Small Blend ETFs for your consideration
ETF | Year to Date | One Year | Three Year | SPDR S&P 600 Small Cap ETF (SLY) | 5.61% | 0.29% | 9.84% | Wilshire Micro-Cap ETF (WMCR) | 0 | 0 | 0 | Vanguard Small-Cap ETF (VB) | 0 | 0 | 0 | Vanguard S&P Small-Cap 600 ETF (VIOO) | 0 | 0 | 0 | WisdomTree SmallCap Earnings ETF (EES) | 0 | 0 | 0 |
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JPMorgan Small Cap Equity R5 (JSERX) Fund Net Asset
Track net asset change of JPMorgan Small Cap Equity R5 fund (JSERX)
Date | Net Asset |
05/2016 | $3.26B |
03/2016 | $2.99B |
02/2016 | $3.10B |
JPMorgan Small Cap Equity R5 (JSERX) Fund Portfolio Allocation
Track portfolio allocation change of JPMorgan Small Cap Equity R5 fund (JSERX)
Date | Cash | Stock | Bond | Other |
04/2016 | 4.4% | 95.6% | 0% | 0% |
02/2016 | 2.43% | 97.57% | 0% | 0% |
01/2016 | 4.91% | 95.09% | 0% | 0% |
Top 10 Holdings in JPMorgan Small Cap Equity R5 (JSERX) Fund
Discover what JPMorgan Small Cap Equity R5 Fund (JSERX) manager is buying
Click here for Stock Holding Change Map in JPMorgan Small Cap Equity R5 Fund (JSERX)
Latest News on JPMorgan Small Cap Equity R5 (JSERX) Fund
See what is happening with JPMorgan Small Cap Equity R5 Fund (JSERX)
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See more information on JPMorgan Small Cap Equity R5 (JSERX) Fund
Popular pages on JPMorgan Small Cap Equity R5 (JSERX) Fund
- JPMorgan Small Cap Equity R5 (JSERX) Fund Research and Recommendation
- JPMorgan Small Cap Equity R5 (JSERX) Fund Performance Data
- JPMorgan Small Cap Equity R5 (JSERX) Fund Manager Information
- Historic JPMorgan Small Cap Equity R5 (JSERX) Fund Asset Allocation Report
- Historic JPMorgan Small Cap Equity R5 (JSERX) Fund Top 10 Holding Tracking
- Historic JPMorgan Small Cap Equity R5 (JSERX) Fund Asset Under Management Tracking