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Fund Intelligence | Best Managers | JSMIX Insights | JSMIX Score | JSMIX Performance | JSMIX Manager | JSMIX News | JSMIX Allocation | JSMIX Holdings Change

Mutual Fund Insights: JPMorgan SmartRetirement 2030 Instl Fund (JSMIX)

In-depth Analysis of JPMorgan SmartRetirement 2030 Instl Fund (JSMIX)

Mutual fund chart: JPMorgan SmartRetirement 2030 Instl Fund (JSMIX)

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See JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) performance details as of January 31, 2010

  

    Last Trade: $13.61 on 3/19/2010, Change: -0.08 (-0.58%)

  

Fund Manager - Patrik Jakobson

Fund Manager Tenure: 3.8 years   [Similar Funds: JSMAX  JSMCX  JSMSX  JSMZX ]
Fundmojo Fund Grade: B (Score: 0.69)     (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 2030 Instl Fund (JSMIX) What we like about JPMorgan SmartRetirement 2030 Instl Fund (JSMIX)

Data for JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) as of January 31, 2010

  • JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) management has been with JPMorgan SmartRetirement 2030 Instl Fund for 3.8 years
  • JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) has good short-term performance (1-year return 38.50% vs 33.93% Target Date 2026-2030 category average)
  • JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) has good mid-term performance (3-year return -3.82% vs -6.01% Target Date 2026-2030 category average)
  • JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) has a Morningstar rating of 4 and above
  • JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.29, lower than category average of 19.59
  • JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) 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 2030 Instl Fund (JSMIX) What we are cautious about JPMorgan SmartRetirement 2030 Instl Fund (JSMIX)

Data for JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) as of January 31, 2010

  • JPMorgan SmartRetirement 2030 Instl Fund is a focused fund with 75.68% 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 Instl Fund (JSMIX) ratio of up-years vs down years can be improved
  • JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) has an annual stock turnover rate of 52.00% that is higher than the Target Date 2026-2030 average of 39.04%. This could mean JPMorgan SmartRetirement 2030 Instl is more nimble, but also signal potential high tax impact and high trading fees
  • JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) has a higher management fee of 0.85% than its Target Date 2026-2030 average of 0.63%
See JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) performance details as of January 31, 2010

  

  

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JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) Net Asset

Track net asset change of JPMorgan SmartRetirement 2030 Instl fund (JSMIX)

DateNet Asset
01/2010$195.08M
11/2009$203.98M
10/2009$193.17M
More historic net asset information on JPMorgan SmartRetirement 2030 Instl Fund (JSMIX)

  

JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) Portfolio Allocation

Track portfolio allocation change of JPMorgan SmartRetirement 2030 Instl fund (JSMIX)

DateCashStockBondOther
10/20097.52%76.33%15.4%0.76%
09/20096.77%78.2%14.34%0.7%
08/20097.04%77.9%14.38%0.68%
Click here to see more historic asset allocation information on JPMorgan SmartRetirement 2030 Instl Fund (JSMIX)

  

Most Recent Top 10 Holdings in JPMorgan SmartRetirement 2030 Instl Fund (JSMIX)

Discover what JPMorgan SmartRetirement 2030 Instl Fund (JSMIX) manager is buying

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%]

31-Aug-09
JPMorgan Disciplined Equity Instl [11.55%]
JPMorgan US Large Cap Core Plus R5 [9.3%]
JPMorgan International Equity R5 [8.59%]
JPMorgan Intl Opp Instl [8.58%]
JPMorgan Core Bond R5 [7.45%]
JPMorgan High Yield Fund R5 [7.08%]
JPMorgan Intrepid America R5 [6.36%]
JPMorgan Emerging Mkts Instl [5.94%]
JPMorgan Growth Advantage R5 [5.14%]
JPMorgan Value Advantage I [5.12%]
Click here for Stock Holding Change Map in JPMorgan SmartRetirement 2030 Instl Fund (JSMIX)

  

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