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Mutual Fund Insights: JPMorgan SmartRetirement 2030 C Fund (JSMCX)

In-depth Analysis of JPMorgan SmartRetirement 2030 C Fund (JSMCX)

Mutual fund chart: JPMorgan SmartRetirement 2030 C Fund (JSMCX)

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See JPMorgan SmartRetirement 2030 C Fund (JSMCX) performance details as of February 28, 2010

  

    Last Trade: $13.50 on 3/19/2010, Change: -0.08 (-0.59%)

  

Fund Manager - Michael A. Schoenhaut

Fund Manager Tenure: 3.9 years   [Similar Funds: JSMAX  JSMIX  JSMSX  JSMZX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

  

What we like about JPMorgan SmartRetirement 2030 C Fund (JSMCX) What we like about JPMorgan SmartRetirement 2030 C Fund (JSMCX)

Data for JPMorgan SmartRetirement 2030 C Fund (JSMCX) as of February 28, 2010

  • JPMorgan SmartRetirement 2030 C Fund (JSMCX) management has been with JPMorgan SmartRetirement 2030 C Fund for 3.9 years
  • JPMorgan SmartRetirement 2030 C Fund (JSMCX) has good short-term performance (1-year return 52.96% vs 48.70 % Target Date 2026-2030 category average)
  • JPMorgan SmartRetirement 2030 C Fund (JSMCX) has a Morningstar rating of 4 and above
  • JPMorgan SmartRetirement 2030 C Fund (JSMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.34, lower than category average of 19.58

  

What we are cautious about JPMorgan SmartRetirement 2030 C Fund (JSMCX) What we are cautious about JPMorgan SmartRetirement 2030 C Fund (JSMCX)

Data for JPMorgan SmartRetirement 2030 C Fund (JSMCX) as of February 28, 2010

  • JPMorgan SmartRetirement 2030 C Fund is a focused fund with 75.64% 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 2030 C Fund (JSMCX) has a less-than-ideal mid-term performance (3-year return -3.83% vs -4.96 % Target Date 2026-2030 category average)
  • JPMorgan SmartRetirement 2030 C Fund (JSMCX) ratio of up-years vs down years can be improved
  • JPMorgan SmartRetirement 2030 C Fund (JSMCX) has an annual stock turnover rate of 52.00% that is higher than the Target Date 2026-2030 average of 35.55%. This could mean JPMorgan SmartRetirement 2030 C is more nimble, but also signal potential high tax impact and high trading fees
  • JPMorgan SmartRetirement 2030 C Fund (JSMCX) has a higher management fee of 0.94% than its Target Date 2026-2030 average of 0.63%
  • JPMorgan SmartRetirement 2030 C Fund (JSMCX) carries a 1% load
See JPMorgan SmartRetirement 2030 C Fund (JSMCX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Target Date 2026-2030 category?

Below are some additional Target Date 2026-2030 mutual funds generated out of our database

  

JPMorgan SmartRetirement 2030 C Fund (JSMCX) Net Asset

Track net asset change of JPMorgan SmartRetirement 2030 C fund (JSMCX)

DateNet Asset
02/2010$339.15M
01/2010$1.79M
11/2009$1.46M
More historic net asset information on JPMorgan SmartRetirement 2030 C Fund (JSMCX)

  

JPMorgan SmartRetirement 2030 C Fund (JSMCX) Portfolio Allocation

Track portfolio allocation change of JPMorgan SmartRetirement 2030 C fund (JSMCX)

DateCashStockBondOther
01/20106.77%74.85%17.62%0.69%
10/20097.52%76.33%15.4%0.76%
09/20096.77%78.2%14.34%0.7%
Click here to see more historic asset allocation information on JPMorgan SmartRetirement 2030 C Fund (JSMCX)

  

Most Recent Top 10 Holdings in JPMorgan SmartRetirement 2030 C Fund (JSMCX)

Discover what JPMorgan SmartRetirement 2030 C Fund (JSMCX) manager is buying

31-Jan-10
JPMorgan Disciplined Equity Instl [10.19%]
JPMorgan Core Bond R5 [10.1%]
JPMorgan US Large Cap Core Plus R5 [8.8%]
JPMorgan International Equity R5 [8.36%]
JPMorgan Intl Opp Instl [8.32%]
JPMorgan High Yield Fund R5 [7.56%]
JPMorgan Intrepid America R5 [6.12%]
JPMorgan Emerging Mkts Instl [6.09%]
JPMorgan Growth Advantage R5 [5.05%]
JPMorgan Value Advantage I [5.05%]

31-Oct-09
JPMorgan Disciplined Equity Instl [11.35%]
JPMorgan US Large Cap Core Plus R5 [9.07%]
JPMorgan International Equity R5 [8.43%]
JPMorgan Intl Opp Instl [8.34%]
JPMorgan Core Bond R5 [8.24%]
JPMorgan High Yield Fund R5 [7.4%]
JPMorgan Emerging Mkts Instl [6.67%]
JPMorgan Intrepid America R5 [6.07%]
JPMorgan Value Advantage I [5.06%]
JPMorgan Growth Advantage R5 [5.05%]

30-Sep-09
JPMorgan Disciplined Equity Instl [11.52%]
JPMorgan US Large Cap Core Plus R5 [9.18%]
JPMorgan International Equity R5 [8.64%]
JPMorgan Intl Opp Instl [8.63%]
JPMorgan High Yield Fund R5 [7.3%]
JPMorgan Core Bond R5 [7.28%]
JPMorgan Emerging Mkts Instl [6.37%]
JPMorgan Intrepid America R5 [6.24%]
JPMorgan Value Advantage I [5.24%]
JPMorgan Growth Advantage R5 [5.17%]
Click here for Stock Holding Change Map in JPMorgan SmartRetirement 2030 C Fund (JSMCX)

  

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Latest News on JPMorgan SmartRetirement 2030 C (JSMCX)

See what is happening with JPMorgan SmartRetirement 2030 C Fund (JSMCX)

 

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