Mutual Fund Insights: JPMorgan SmartRetirement 2020 C Fund (JTTCX)

In-depth Analysis of JPMorgan SmartRetirement 2020 C Fund (JTTCX)

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See JPMorgan SmartRetirement 2020 C Fund (JTTCX) performance details as of January 31, 2010

  

Last Trade: $13.85 on 3/19/2010, Change: -0.06 (-0.43%)

  

Fund Manager - Patrik Jakobson

Fund Manager Tenure: 3.8 years   [Similar Funds: JTTAX  JTTIX  JTTSX  JTTZX ]
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 2020 C Fund (JTTCX)

Data for JPMorgan SmartRetirement 2020 C Fund (JTTCX) as of January 31, 2010

• JPMorgan SmartRetirement 2020 C Fund (JTTCX) management has been with JPMorgan SmartRetirement 2020 C Fund for 3.8 years
• JPMorgan SmartRetirement 2020 C Fund (JTTCX) has good short-term performance (1-year return 32.52% vs 28.76% Target Date 2016-2020 category average)
• JPMorgan SmartRetirement 2020 C Fund (JTTCX) has good mid-term performance (3-year return -3.13% vs -4.19% Target Date 2016-2020 category average)
• JPMorgan SmartRetirement 2020 C Fund (JTTCX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.07, lower than category average of 16.61

  

 What we are cautious about JPMorgan SmartRetirement 2020 C Fund (JTTCX)

Data for JPMorgan SmartRetirement 2020 C Fund (JTTCX) as of January 31, 2010

• JPMorgan SmartRetirement 2020 C Fund is a focused fund with 78.60% 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 2020 C Fund (JTTCX) ratio of up-years vs down years can be improved
• JPMorgan SmartRetirement 2020 C Fund (JTTCX) has a Morningstar rating of 3 and below
• JPMorgan SmartRetirement 2020 C Fund (JTTCX) has an annual stock turnover rate of 50.00% that is higher than the Target Date 2016-2020 average of 42.34%. This could mean JPMorgan SmartRetirement 2020 C is more nimble, but also signal potential high tax impact and high trading fees
• JPMorgan SmartRetirement 2020 C Fund (JTTCX) has a higher management fee of 1.67% than its Target Date 2016-2020 average of 0.68%
• JPMorgan SmartRetirement 2020 C Fund (JTTCX) carries a 1% load

See JPMorgan SmartRetirement 2020 C Fund (JTTCX) performance details as of January 31, 2010

  

  

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JPMorgan SmartRetirement 2020 C Fund (JTTCX) Net Asset

Track net asset change of JPMorgan SmartRetirement 2020 C fund (JTTCX)

Date	Net Asset
01/2010	$2.98M
11/2009	$2.65M
10/2009	$2.42M

More historic net asset information on JPMorgan SmartRetirement 2020 C Fund (JTTCX)

  

JPMorgan SmartRetirement 2020 C Fund (JTTCX) Portfolio Allocation

Track portfolio allocation change of JPMorgan SmartRetirement 2020 C fund (JTTCX)

Date	Cash	Stock	Bond	Other
10/2009	7.92%	61.25%	29.93%	0.89%
09/2009	8.47%	62.35%	28.39%	0.78%
08/2009	8.01%	63.09%	28.08%	0.82%

Click here to see more historic asset allocation information on JPMorgan SmartRetirement 2020 C Fund (JTTCX)

  

Most Recent Top 10 Holdings in JPMorgan SmartRetirement 2020 C Fund (JTTCX)

Discover what JPMorgan SmartRetirement 2020 C Fund (JTTCX) manager is buying

31-Oct-09 JPMorgan Core Bond R5 [23.58%] JPMorgan Disciplined Equity Instl [9.53%] JPMorgan High Yield Fund R5 [7.7%] JPMorgan US Large Cap Core Plus R5 [7.13%] JPMorgan Intl Opp Instl [6.64%] JPMorgan International Equity R5 [6.63%] JPMorgan Emerging Mkts Instl [5.25%] JPMorgan Intrepid America R5 [4.87%] JPMorgan Value Advantage I [4.03%] JPMorgan Growth Advantage R5 [3.83%]

30-Sep-09 JPMorgan Core Bond R5 [22.11%] JPMorgan Disciplined Equity Instl [9.64%] JPMorgan High Yield Fund R5 [7.57%] JPMorgan US Large Cap Core Plus R5 [7.19%] JPMorgan International Equity R5 [6.68%] JPMorgan Intl Opp Instl [6.65%] JPMorgan Emerging Mkts Instl [5%] JPMorgan Intrepid America R5 [4.98%] JPMorgan Value Advantage I [4.16%] JPMorgan Growth Advantage R5 [3.9%]

31-Aug-09 JPMorgan Core Bond R5 [22.05%] JPMorgan Disciplined Equity Instl [9.87%] JPMorgan High Yield Fund R5 [7.35%] JPMorgan US Large Cap Core Plus R5 [7.31%] JPMorgan International Equity R5 [6.76%] JPMorgan Intl Opp Instl [6.75%] JPMorgan Intrepid America R5 [5.06%] JPMorgan Emerging Mkts Instl [4.57%] JPMorgan Value Advantage I [4.2%] JPMorgan Growth Advantage R5 [3.95%]

Click here for Stock Holding Change Map in JPMorgan SmartRetirement 2020 C Fund (JTTCX)

  

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See more information on JPMorgan SmartRetirement 2020 C Fund (JTTCX)

• JPMorgan SmartRetirement 2020 C Fund Insights
• JPMorgan SmartRetirement 2020 C Fund Performance Data
• JPMorgan SmartRetirement 2020 C Fund News
• JPMorgan SmartRetirement 2020 C Fund Score Explaination
• JPMorgan SmartRetirement 2020 C Fund Manager Information
• Historic JPMorgan SmartRetirement 2020 C Fund Asset Allocation Report
• Historic JPMorgan SmartRetirement 2020 C Fund Top 10 Holding Tracking
• Historic JPMorgan SmartRetirement 2020 C Fund Asset Under Management Tracking