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:Dean L. Boebinger


 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 | JSFSX Insights | JSFSX Score | JSFSX Performance | JSFSX Manager | JSFSX News | JSFSX Allocation | JSFSX Holdings Change

Mutual Fund Insights: JPMorgan SmartRetirement 2015 Select Fund (JSFSX)

In-depth Analysis of JPMorgan SmartRetirement 2015 Select Fund (JSFSX)

Mutual fund chart: JPMorgan SmartRetirement 2015 Select Fund (JSFSX)

3 months
6 months
1 year
3 year
5 year

See JPMorgan SmartRetirement 2015 Select Fund (JSFSX) performance details as of January 31, 2010

  

    Last Trade: $14.11 on 3/18/2010, Change: -0.02 (-0.14%)

  

Fund Manager - Patrik Jakobson

Fund Manager Tenure: 3.8 years   [Similar Funds: JSFAX  JSFCX  JSFIX  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 Select Fund (JSFSX) What we like about JPMorgan SmartRetirement 2015 Select Fund (JSFSX)

Data for JPMorgan SmartRetirement 2015 Select Fund (JSFSX) as of January 31, 2010

  • JPMorgan SmartRetirement 2015 Select Fund (JSFSX) management has been with JPMorgan SmartRetirement 2015 Select Fund for 3.8 years
  • JPMorgan SmartRetirement 2015 Select Fund (JSFSX) has good short-term performance (1-year return 30.63% vs 27.60% Target Date 2011-2015 category average)
  • JPMorgan SmartRetirement 2015 Select Fund (JSFSX) has good mid-term performance (3-year return -1.33% vs -3.32% Target Date 2011-2015 category average)
  • JPMorgan SmartRetirement 2015 Select Fund (JSFSX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.34, lower than category average of 15.14
  • JPMorgan SmartRetirement 2015 Select Fund (JSFSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about JPMorgan SmartRetirement 2015 Select Fund (JSFSX) What we are cautious about JPMorgan SmartRetirement 2015 Select Fund (JSFSX)

Data for JPMorgan SmartRetirement 2015 Select Fund (JSFSX) as of January 31, 2010

  • JPMorgan SmartRetirement 2015 Select 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 Select Fund (JSFSX) ratio of up-years vs down years can be improved
  • JPMorgan SmartRetirement 2015 Select Fund (JSFSX) has a Morningstar rating of 3 and below
  • JPMorgan SmartRetirement 2015 Select Fund (JSFSX) 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 Select is more nimble, but also signal potential high tax impact and high trading fees
  • JPMorgan SmartRetirement 2015 Select Fund (JSFSX) has a higher management fee of 0.87% than its Target Date 2011-2015 average of 0.62%
See JPMorgan SmartRetirement 2015 Select Fund (JSFSX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2011-2015 category?

Below are some additional Target Date 2011-2015 mutual funds generated out of our database

  

JPMorgan SmartRetirement 2015 Select Fund (JSFSX) Net Asset

Track net asset change of JPMorgan SmartRetirement 2015 Select fund (JSFSX)

DateNet Asset
01/2010$62.88M
11/2009$60.23M
10/2009$56.76M
More historic net asset information on JPMorgan SmartRetirement 2015 Select Fund (JSFSX)

  

JPMorgan SmartRetirement 2015 Select Fund (JSFSX) Portfolio Allocation

Track portfolio allocation change of JPMorgan SmartRetirement 2015 Select fund (JSFSX)

DateCashStockBondOther
10/20098.19%52.19%38.7%0.93%
09/20098.34%53.76%37.1%0.8%
08/20098.08%53.86%37.23%0.83%
Click here to see more historic asset allocation information on JPMorgan SmartRetirement 2015 Select Fund (JSFSX)

  

Most Recent Top 10 Holdings in JPMorgan SmartRetirement 2015 Select Fund (JSFSX)

Discover what JPMorgan SmartRetirement 2015 Select Fund (JSFSX) 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 Select Fund (JSFSX)

  

Related books and products to JPMorgan SmartRetirement 2015 Select Fund (JSFSX)

  

Latest News on JPMorgan SmartRetirement 2015 Select (JSFSX)

See what is happening with JPMorgan SmartRetirement 2015 Select Fund (JSFSX)

 

Books and Resources

 

 

See more information on JPMorgan SmartRetirement 2015 Select Fund (JSFSX)