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Mutual Fund Insights: JPMorgan SmartRetirement 2050 Instl Fund (JTSIX)

In-depth Analysis of JPMorgan SmartRetirement 2050 Instl Fund (JTSIX)

Mutual fund chart: JPMorgan SmartRetirement 2050 Instl Fund (JTSIX)

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See JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) performance details as of February 28, 2010

  

    Last Trade: $13.06 on 3/19/2010, Change: -0.08 (-0.61%)

  

Fund Manager - Michael A. Schoenhaut

Fund Manager Tenure: 2.6 years   [Similar Funds: JTSAX  JTSCX  JTSSX  JTSZX ]
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

  

What we like about JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) What we like about JPMorgan SmartRetirement 2050 Instl Fund (JTSIX)

Data for JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) as of February 28, 2010

  • JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) has good short-term performance (1-year return 56.14% vs 55.14 % Target Date 2050+ category average)
  • JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) has a lower management fee than its Target Date 2050+ average: 0.04% vs 0.62%
  • JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) 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 2050 Instl Fund (JTSIX) What we are cautious about JPMorgan SmartRetirement 2050 Instl Fund (JTSIX)

Data for JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) as of February 28, 2010

  • JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) management has been with JPMorgan SmartRetirement 2050 Instl Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
  • JPMorgan SmartRetirement 2050 Instl Fund is a focused fund with 73.98% 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 2050 Instl Fund (JTSIX) ratio of up-years vs down years can be improved
  • JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) has an annual stock turnover rate of 66.00% that is higher than the Target Date 2050+ average of 37.90%. This could mean JPMorgan SmartRetirement 2050 Instl is more nimble, but also signal potential high tax impact and high trading fees
See JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) performance details as of February 28, 2010

  

  

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JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) Net Asset

Track net asset change of JPMorgan SmartRetirement 2050 Instl fund (JTSIX)

DateNet Asset
02/2010$28.43M
01/2010$13.67M
11/2009$12.64M
More historic net asset information on JPMorgan SmartRetirement 2050 Instl Fund (JTSIX)

  

JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) Portfolio Allocation

Track portfolio allocation change of JPMorgan SmartRetirement 2050 Instl fund (JTSIX)

DateCashStockBondOther
01/20106.74%80.68%11.87%0.66%
10/20096.98%80.18%12.11%0.73%
09/20097.72%81.28%10.33%0.66%
Click here to see more historic asset allocation information on JPMorgan SmartRetirement 2050 Instl Fund (JTSIX)

  

Most Recent Top 10 Holdings in JPMorgan SmartRetirement 2050 Instl Fund (JTSIX)

Discover what JPMorgan SmartRetirement 2050 Instl Fund (JTSIX) manager is buying

31-Jan-10
JPMorgan Disciplined Equity Instl [10.62%]
JPMorgan US Large Cap Core Plus R5 [9.61%]
JPMorgan International Equity R5 [8.93%]
JPMorgan Intl Opp Instl [8.88%]
JPMorgan High Yield Fund R5 [7.05%]
JPMorgan Intrepid America R5 [6.87%]
JPMorgan Emerging Mkts Instl [6.49%]
JPMorgan Growth Advantage R5 [5.51%]
JPMorgan Value Advantage I [5.41%]
JPMorgan Core Bond R5 [4.61%]

31-Oct-09
JPMorgan US Large Cap Core Plus R5 [9.97%]
JPMorgan Disciplined Equity Instl [9.95%]
JPMorgan Intl Opp Instl [9.01%]
JPMorgan International Equity R5 [8.99%]
JPMorgan High Yield Fund R5 [7.28%]
JPMorgan Intrepid America R5 [6.92%]
JPMorgan Emerging Mkts Instl [6.82%]
JPMorgan Value Advantage I [5.47%]
JPMorgan Growth Advantage R5 [5.4%]
JPMorgan Core Bond R5 [4.7%]

30-Sep-09
JPMorgan Disciplined Equity Instl [11.48%]
JPMorgan US Large Cap Core Plus R5 [9.91%]
JPMorgan Intl Opp Instl [9.23%]
JPMorgan International Equity R5 [9.16%]
JPMorgan High Yield Fund R5 [6.99%]
JPMorgan Intrepid America R5 [6.56%]
JPMorgan Emerging Mkts Instl [6.53%]
JPMorgan Growth Advantage R5 [5.28%]
JPMorgan Value Advantage I [5.17%]
JPMorgan US Real Estate R5 [3.49%]
Click here for Stock Holding Change Map in JPMorgan SmartRetirement 2050 Instl Fund (JTSIX)

  

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Latest News on JPMorgan SmartRetirement 2050 Instl (JTSIX)

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