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:Christine F. Heim, Managing Director


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

Mutual Fund Insights: JPMorgan SmartRetirement Income C Fund (JSRCX)

In-depth Analysis of JPMorgan SmartRetirement Income C Fund (JSRCX)

Mutual fund chart: JPMorgan SmartRetirement Income C Fund (JSRCX)

3 months
6 months
1 year
3 year
5 year

See JPMorgan SmartRetirement Income C Fund (JSRCX) performance details as of February 28, 2010

  

    Last Trade: $14.69 on 3/19/2010, Change: -0.03 (-0.2%)

  

Fund Manager - Michael A. Schoenhaut

Fund Manager Tenure: 3.9 years   [Similar Funds: JSRAX  JSRSX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

  

What we like about JPMorgan SmartRetirement Income C Fund (JSRCX) What we like about JPMorgan SmartRetirement Income C Fund (JSRCX)

Data for JPMorgan SmartRetirement Income C Fund (JSRCX) as of February 28, 2010

  • JPMorgan SmartRetirement Income C Fund (JSRCX) management has been with JPMorgan SmartRetirement Income C Fund for 3.9 years
  • JPMorgan SmartRetirement Income C Fund (JSRCX) has good short-term performance (1-year return 28.82% vs 27.97 % Retirement Income category average)
  • JPMorgan SmartRetirement Income C Fund (JSRCX) has good mid-term performance (3-year return 0.64% vs 0.55 % Retirement Income category average)
  • JPMorgan SmartRetirement Income C Fund (JSRCX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.8, lower than category average of 9.86

  

What we are cautious about JPMorgan SmartRetirement Income C Fund (JSRCX) What we are cautious about JPMorgan SmartRetirement Income C Fund (JSRCX)

Data for JPMorgan SmartRetirement Income C Fund (JSRCX) as of February 28, 2010

  • JPMorgan SmartRetirement Income C Fund is a focused fund with 87.58% 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 Income C Fund (JSRCX) ratio of up-years vs down years can be improved
  • JPMorgan SmartRetirement Income C Fund (JSRCX) has a Morningstar rating of 3 and below
  • JPMorgan SmartRetirement Income C Fund (JSRCX) is less safe compared to its Retirement Income peers
  • JPMorgan SmartRetirement Income C Fund (JSRCX) has an annual stock turnover rate of 63.00% that is higher than the Retirement Income average of 41.53%. This could mean JPMorgan SmartRetirement Income C is more nimble, but also signal potential high tax impact and high trading fees
  • JPMorgan SmartRetirement Income C Fund (JSRCX) has a higher management fee of 0.92% than its Retirement Income average of 0.63%
  • JPMorgan SmartRetirement Income C Fund (JSRCX) carries a 1% load
See JPMorgan SmartRetirement Income C Fund (JSRCX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Retirement Income category?

Below are some additional Retirement Income mutual funds generated out of our database

  

JPMorgan SmartRetirement Income C Fund (JSRCX) Net Asset

Track net asset change of JPMorgan SmartRetirement Income C fund (JSRCX)

DateNet Asset
02/2010$141.36M
01/2010$1.37M
11/2009$1.07M
More historic net asset information on JPMorgan SmartRetirement Income C Fund (JSRCX)

  

JPMorgan SmartRetirement Income C Fund (JSRCX) Portfolio Allocation

Track portfolio allocation change of JPMorgan SmartRetirement Income C fund (JSRCX)

DateCashStockBondOther
01/201015.5%32.08%51.56%0.79%
10/200916.32%32.64%50.05%0.99%
09/200915.54%33.66%49.91%0.88%
Click here to see more historic asset allocation information on JPMorgan SmartRetirement Income C Fund (JSRCX)

  

Most Recent Top 10 Holdings in JPMorgan SmartRetirement Income C Fund (JSRCX)

Discover what JPMorgan SmartRetirement Income C Fund (JSRCX) manager is buying

31-Jan-10
JPMorgan Core Bond R5 [33.92%]
JPMorgan Tax Free Money Market Reserve [10.08%]
JPMorgan Real Return Instl [9.73%]
JPMorgan High Yield Fund R5 [9.06%]
JPMorgan Disciplined Equity Instl [7.63%]
JPMorgan Emerging Mkts Debt R5 [4.33%]
JPMorgan Intl Opp Instl [3.41%]
JPMorgan International Equity R5 [3.41%]
JPMorgan US Large Cap Core Plus R5 [3.24%]
JPMorgan Emerging Mkts Instl [2.77%]

31-Oct-09
JPMorgan Core Bond R5 [32.62%]
JPMorgan Real Return Instl [10.08%]
JPMorgan Prime Money Market Inst [9.65%]
JPMorgan High Yield Fund R5 [9.05%]
JPMorgan Disciplined Equity Instl [7.43%]
JPMorgan Emerging Mkts Debt R5 [4.49%]
JPMorgan Intl Opp Instl [3.52%]
JPMorgan International Equity R5 [3.48%]
JPMorgan US Large Cap Core Plus R5 [3.3%]
JPMorgan Emerging Mkts Instl [2.95%]

30-Sep-09
JPMorgan Core Bond R5 [32.69%]
JPMorgan Real Return Instl [10.07%]
JPMorgan High Yield Fund R5 [8.99%]
JPMorgan Prime Money Market Inst [8.85%]
JPMorgan Disciplined Equity Instl [7.6%]
JPMorgan Emerging Mkts Debt R5 [4.55%]
JPMorgan International Equity R5 [3.6%]
JPMorgan Intl Opp Instl [3.46%]
JPMorgan US Large Cap Core Plus R5 [3.37%]
JPMorgan Emerging Mkts Instl [2.82%]
Click here for Stock Holding Change Map in JPMorgan SmartRetirement Income C Fund (JSRCX)

  

Related books and products to JPMorgan SmartRetirement Income C Fund (JSRCX)

  

Latest News on JPMorgan SmartRetirement Income C (JSRCX)

See what is happening with JPMorgan SmartRetirement Income C Fund (JSRCX)

 

Books and Resources

 

 

See more information on JPMorgan SmartRetirement Income C Fund (JSRCX)