JPMorgan Small Cap Equity R5 (JSERX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan Small Cap Equity R5 (JSERX) Fund

Last Trade: $53.75 on 8/21/2017, Change: +0.09 (0.17%)

Fund Manager - Don J. San Jose

Fund Manager Information

Fund Manager Tenure: 9.8 years
Similar 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 9.8 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

See JPMorgan Small Cap Equity R5 Fund (JSERX) performance details 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

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

More historic net asset information on JPMorgan Small Cap Equity R5 Fund (JSERX)

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%

Click here to see more historic asset allocation information on JPMorgan Small Cap Equity R5 Fund (JSERX)

Top 10 Holdings in JPMorgan Small Cap Equity R5 (JSERX) Fund

Discover what JPMorgan Small Cap Equity R5 Fund (JSERX) manager is buying

Apr 29, 2016

Toro Company (The) Common Stock [2.59%]
Spectrum Brands Holdings, Inc. [2.46%]
AptarGroup, Inc. Common Stock [2.27%]
Waste Connections, Inc. Common [2.11%]
IDEXX Laboratories, Inc. [1.89%]
Crown Holdings, Inc. [1.83%]
Patterson-UTI Energy, Inc. [1.74%]
Pool Corporation [1.71%]
West Pharmaceutical Services, I [1.65%]
HealthSouth Corporation Common [1.62%]

Feb 28, 2016

Toro Company (The) Common Stock [2.86%]
Spectrum Brands Holdings, Inc. [2.44%]
AptarGroup, Inc. Common Stock [2.39%]
Waste Connections, Inc. Common [2.37%]
IDEXX Laboratories, Inc. [1.92%]
Crown Holdings, Inc. [1.9%]
Brinker International, Inc. Com [1.85%]
Pool Corporation [1.78%]
National Retail Properties Comm [1.62%]
Catalent, Inc. Common Stock [1.61%]

Jan 30, 2016

Waste Connections, Inc. Common [2.74%]
Toro Company (The) Common Stock [2.65%]
Spectrum Brands Holdings, Inc. [2.4%]
Pool Corporation [2.39%]
AptarGroup, Inc. Common Stock [2.31%]
Brinker International, Inc. Com [1.98%]
IDEXX Laboratories, Inc. [1.93%]
Crown Holdings, Inc. [1.78%]
Silgan Holdings Inc. [1.71%]
National Retail Properties Comm [1.7%]

Click here for Stock Holding Change Map in JPMorgan Small Cap Equity R5 Fund (JSERX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.