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Mutual Fund Insights: JPMorgan SmartRetirement 2015 C Fund (JSFCX)

In-depth Analysis of JPMorgan SmartRetirement 2015 C Fund (JSFCX)

Mutual fund chart: JPMorgan SmartRetirement 2015 C Fund (JSFCX)

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See JPMorgan SmartRetirement 2015 C Fund (JSFCX) performance details as of January 31, 2010

Last Trade: $13.92 on 3/12/2010, Change: +0.02 (0.14%)

Fund Manager - Patrik Jakobson

Fund Manager Tenure: 3.8 years [Similar Funds: JSFAX JSFIX JSFSX JSFZX ]
Fundmojo Fund Grade: B (Score: 0.67) (What does this score mean?)

Jakobson is a managing director of JP Morgan, and joined the firm in 1987. he has served as portfolio manager for JPMIM's lobal asset allocation and balanced portfolios since 1995 and has worked extensively with institutional clients on strategic asset allocation issues. Get more insights on Patrik Jakobson

What we like about JPMorgan SmartRetirement 2015 C Fund (JSFCX)

Data for JPMorgan SmartRetirement 2015 C Fund (JSFCX) as of January 31, 2010

JPMorgan SmartRetirement 2015 C Fund (JSFCX) management has been with JPMorgan SmartRetirement 2015 C Fund for 3.8 years
JPMorgan SmartRetirement 2015 C Fund (JSFCX) has good short-term performance (1-year return 29.75% vs 27.60% Target Date 2011-2015 category average)
JPMorgan SmartRetirement 2015 C Fund (JSFCX) has good mid-term performance (3-year return -2.06% vs -3.32% Target Date 2011-2015 category average)
JPMorgan SmartRetirement 2015 C Fund (JSFCX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.32, lower than category average of 15.14

What we are cautious about JPMorgan SmartRetirement 2015 C Fund (JSFCX)

Data for JPMorgan SmartRetirement 2015 C Fund (JSFCX) as of January 31, 2010

JPMorgan SmartRetirement 2015 C Fund is a focused fund with 79.76% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
JPMorgan SmartRetirement 2015 C Fund (JSFCX) ratio of up-years vs down years can be improved
JPMorgan SmartRetirement 2015 C Fund (JSFCX) has a Morningstar rating of 3 and below
JPMorgan SmartRetirement 2015 C Fund (JSFCX) has an annual stock turnover rate of 50.00% that is higher than the Target Date 2011-2015 average of 37.13%. This could mean JPMorgan SmartRetirement 2015 C is more nimble, but also signal potential high tax impact and high trading fees
JPMorgan SmartRetirement 2015 C Fund (JSFCX) has a higher management fee of 1.62% than its Target Date 2011-2015 average of 0.62%
JPMorgan SmartRetirement 2015 C Fund (JSFCX) carries a 1% load

See JPMorgan SmartRetirement 2015 C Fund (JSFCX) performance details as of January 31, 2010

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JPMorgan SmartRetirement 2015 C Fund (JSFCX) Net Asset

Track net asset change of JPMorgan SmartRetirement 2015 C fund (JSFCX)

Date	Net Asset
01/2010	$2.21M
11/2009	$1.42M
10/2009	$1.23M

More historic net asset information on JPMorgan SmartRetirement 2015 C Fund (JSFCX)

JPMorgan SmartRetirement 2015 C Fund (JSFCX) Portfolio Allocation

Track portfolio allocation change of JPMorgan SmartRetirement 2015 C fund (JSFCX)

Date	Cash	Stock	Bond	Other
10/2009	8.19%	52.19%	38.7%	0.93%
09/2009	8.34%	53.76%	37.1%	0.8%
08/2009	8.08%	53.86%	37.23%	0.83%

Click here to see more historic asset allocation information on JPMorgan SmartRetirement 2015 C Fund (JSFCX)

Most Recent Top 10 Holdings in JPMorgan SmartRetirement 2015 C Fund (JSFCX)

Discover what JPMorgan SmartRetirement 2015 C Fund (JSFCX) manager is buying

31-Oct-09

JPMorgan Core Bond R5 [30.7%]
JPMorgan Disciplined Equity Instl [9.05%]
JPMorgan High Yield Fund R5 [7.39%]
JPMorgan US Large Cap Core Plus R5 [5.96%]
JPMorgan International Equity R5 [5.57%]
JPMorgan Intl Opp Instl [5.5%]
JPMorgan Intrepid America R5 [4.21%]
JPMorgan Emerging Mkts Instl [4.16%]
JPMorgan Emerging Mkts Debt R5 [3.86%]
JPMorgan Growth Advantage R5 [2.99%]

30-Sep-09

JPMorgan Core Bond R5 [29.18%]
JPMorgan Disciplined Equity Instl [9.16%]
JPMorgan High Yield Fund R5 [7.26%]
JPMorgan US Large Cap Core Plus R5 [6.01%]
JPMorgan International Equity R5 [5.7%]
JPMorgan Intl Opp Instl [5.67%]
JPMorgan Intrepid America R5 [4.31%]
JPMorgan Emerging Mkts Instl [4.01%]
JPMorgan Emerging Mkts Debt R5 [3.87%]
JPMorgan Growth Advantage R5 [3.05%]

31-Aug-09

JPMorgan Core Bond R5 [29.97%]
JPMorgan Disciplined Equity Instl [9.28%]
JPMorgan High Yield Fund R5 [7.17%]
JPMorgan Intl Opp Instl [6.07%]
JPMorgan US Large Cap Core Plus R5 [5.96%]
JPMorgan International Equity R5 [5.91%]
JPMorgan Intrepid America R5 [4.36%]
JPMorgan Emerging Mkts Instl [3.77%]
JPMorgan Emerging Mkts Debt R5 [3.71%]
JPMorgan Value Advantage I [3.19%]

Click here for Stock Holding Change Map in JPMorgan SmartRetirement 2015 C Fund (JSFCX)

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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.