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

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

    Last Trade: $58.29 on 10/18/2017, Change: +0.23 (0.4%)

 

Graph of JPMorgan Small Cap Equity R5 Fund (JSERX) ManagerFund Manager - Don J. San Jose

Fund Manager Information

Fund Manager Tenure: 10.0 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?)

 

Graph of JPMorgan Small Cap Equity R5 Fund (JSERX) ProfileJPMorgan 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.

 

JPMorgan Small Cap Equity R5 (JSERX) Fund Strength 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 10.0 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

JPMorgan Small Cap Equity R5 Fund (JSERX) Weakness 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 JPMorgan Small Cap Equity R5 Fund (JSERX)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 Small Cap Equity R57.030.8610.1611.19
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 Small Cap Equity R5 Fund (JSERX)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 Small Cap Equity R5 Fund (JSERX) Net Asset TrackingJPMorgan Small Cap Equity R5 (JSERX) Fund Net Asset

Track net asset change of JPMorgan Small Cap Equity R5 fund (JSERX)

DateNet 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)

  

Graph of JPMorgan Small Cap Equity R5 Fund (JSERX) Portfolio TrackingJPMorgan Small Cap Equity R5 (JSERX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan Small Cap Equity R5 fund (JSERX)

DateCashStockBondOther
04/20164.4%95.6%0%0%
02/20162.43%97.57%0%0%
01/20164.91%95.09%0%0%
Click here to see more historic asset allocation information on JPMorgan Small Cap Equity R5 Fund (JSERX)

 

graph of JPMorgan Small Cap Equity R5 Fund (JSERX) Top 10 Position TrackingTop 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)

  

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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JPMorgan Small Cap Equity R5 Fund (JSERX) Related ResourcesSee more information on JPMorgan Small Cap Equity R5 (JSERX) Fund

Popular pages on JPMorgan Small Cap Equity R5 (JSERX) Fund

  

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