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Mutual Fund Insights: JPMorgan SmartRetirement 2020 Instl Fund (JTTIX)

In-depth Analysis of JPMorgan SmartRetirement 2020 Instl Fund (JTTIX)

Mutual fund chart: JPMorgan SmartRetirement 2020 Instl Fund (JTTIX)

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See JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) performance details as of January 31, 2010

Last Trade: $13.92 on 3/19/2010, Change: -0.07 (-0.5%)

Fund Manager - Patrik Jakobson

Fund Manager Tenure: 3.8 years [Similar Funds: JTTAX JTTCX 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 Instl Fund (JTTIX)

Data for JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) as of January 31, 2010

JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) management has been with JPMorgan SmartRetirement 2020 Instl Fund for 3.8 years
JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) has good short-term performance (1-year return 33.78% vs 28.76% Target Date 2016-2020 category average)
JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) has good mid-term performance (3-year return -2.26% vs -4.19% Target Date 2016-2020 category average)
JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) has a Morningstar rating of 4 and above
JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.12, lower than category average of 16.61
JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) 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 2020 Instl Fund (JTTIX)

Data for JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) as of January 31, 2010

JPMorgan SmartRetirement 2020 Instl 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 Instl Fund (JTTIX) ratio of up-years vs down years can be improved
JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) 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 Instl is more nimble, but also signal potential high tax impact and high trading fees
JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) has a higher management fee of 0.77% than its Target Date 2016-2020 average of 0.68%

See JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) performance details as of January 31, 2010

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JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) Net Asset

Track net asset change of JPMorgan SmartRetirement 2020 Instl fund (JTTIX)

Date	Net Asset
01/2010	$212.34M
11/2009	$219.94M
10/2009	$211.26M

More historic net asset information on JPMorgan SmartRetirement 2020 Instl Fund (JTTIX)

JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) Portfolio Allocation

Track portfolio allocation change of JPMorgan SmartRetirement 2020 Instl fund (JTTIX)

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 Instl Fund (JTTIX)

Most Recent Top 10 Holdings in JPMorgan SmartRetirement 2020 Instl Fund (JTTIX)

Discover what JPMorgan SmartRetirement 2020 Instl Fund (JTTIX) 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 Instl Fund (JTTIX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.