Mutual Fund Insights: JPMorgan Multi-Cap Market Neutral C Fund (OGNCX)

In-depth Analysis of JPMorgan Multi-Cap Market Neutral C Fund (OGNCX)

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See JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) performance details as of January 31, 2010

  

Last Trade: $9.78 on 3/18/2010, Change: +0.03 (0.31%)

  

Fund Manager - Bala S. Iyer

Fund Manager Tenure: 6.8 years   [Similar Funds: OGNAX  OGNBX  OGNIX ]
Fundmojo Fund Grade: D (Score: 0.44)     (What does this score mean?)

Iyer is a director and portfolio manager with Banc One Investment Advisors, his employer since 1995. His previous experience includes serving as portfolio manager and analyst at Zaske, Sarafa & Associates and as an equity analyst at NBD Bank in Detroit. He has also held the position of assistant professor, teaching finance and economics, at Albion College.  Get more insights on Bala S. Iyer

  

 What we like about JPMorgan Multi-Cap Market Neutral C Fund (OGNCX)

Data for JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) as of January 31, 2010

• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) management has been with JPMorgan Multi-Cap Market Neutral C Fund for 6.8 years
• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) has an annual stock turnover rate of 175.00% vs Long-Short average of 349.35%. It is good that JPMorgan Multi-Cap Market Neutral C management does not trade extensively for its return.
• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) is less volatile than its peers as it has a 3-year Standard Deviation of 4, lower than category average of 10.49

  

 What we are cautious about JPMorgan Multi-Cap Market Neutral C Fund (OGNCX)

Data for JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) as of January 31, 2010

• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) has a less-than-ideal short-term performance (1-year return -1.71% vs 11.69% Long-Short category average)
• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) has a less-than-ideal mid-term performance (3-year return -2.27% vs -2.05% Long-Short category average)
• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) has a less-than-ideal Long-term performance (5-year return 0.34% vs 1.81% Long-Short category average)
• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) ratio of up-years vs down years can be improved
• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) has a Morningstar rating of 3 and below
• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) is less safe compared to its Long-Short peers
• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) does not have a good risk adjusted return as its 3-year Alpha of -5.77 is worse than category average of 0.54, and its 3-year Sharpe ratio is -1.03
• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) has a higher management fee of 3.81% than its Long-Short average of 2.07%
• JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) carries a 1% load

See JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) performance details as of January 31, 2010

  

  

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JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) Net Asset

Track net asset change of JPMorgan Multi-Cap Market Neutral C fund (OGNCX)

Date	Net Asset
01/2010	$49.24M
11/2009	$52.32M
10/2009	$54.75M

More historic net asset information on JPMorgan Multi-Cap Market Neutral C Fund (OGNCX)

  

JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Multi-Cap Market Neutral C fund (OGNCX)

Date	Cash	Stock	Bond	Other
10/2009	53.84%	46.16%	0%	0%
09/2009	51.21%	48.8%	0%	0%
08/2009	50.99%	49.01%	0%	0%

Click here to see more historic asset allocation information on JPMorgan Multi-Cap Market Neutral C Fund (OGNCX)

  

Most Recent Top 10 Holdings in JPMorgan Multi-Cap Market Neutral C Fund (OGNCX)

Discover what JPMorgan Multi-Cap Market Neutral C Fund (OGNCX) manager is buying

31-Oct-09 JPMorgan Liquid Assets Money Market Ins [14.03%] HARMAN INTL INDS [0.49%] EQT CORPORATION [0.46%] Deckers Outdoor Corporation [0.45%] LIMITED BRANDS INC [0.45%] WYNDHAM WORLDWIDE [0.44%] DRIL QUIP INC [0.44%] HARLEY DAVIDSON [0.44%] UNIT CP [0.43%] POLARIS INDUSTRIES [0.42%]

30-Sep-09 JPMorgan Liquid Assets Money Market Ins [2.54%] EQT CORPORATION [0.5%] UNIT CP [0.48%] United Therapeutics Corporation [0.47%] DRIL QUIP INC [0.47%] HARMAN INTL INDS [0.47%] MICRON TECHNOLOGY [0.47%] VMWARE, INC. [0.47%] LIMITED BRANDS INC [0.46%] Deckers Outdoor Corporation [0.45%]

31-Aug-09 JPMorgan Liquid Assets Money Market Ins [3.47%] R.R. Donnelley & Sons Company [0.51%] WILLIAMS SONOMA INC [0.49%] CAPITAL ONE FINANCIA [0.48%] LIMITED BRANDS INC [0.48%] CELESTICA SUB VTG [0.47%] YUM BRANDS INC [0.47%] EQT CORPORATION [0.47%] DEL MONTE FOODS CO [0.46%] OSHKOSH CP [0.45%]

Click here for Stock Holding Change Map in JPMorgan Multi-Cap Market Neutral C Fund (OGNCX)

  

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See more information on JPMorgan Multi-Cap Market Neutral C Fund (OGNCX)

• JPMorgan Multi-Cap Market Neutral C Fund Insights
• JPMorgan Multi-Cap Market Neutral C Fund Performance Data
• JPMorgan Multi-Cap Market Neutral C Fund News
• JPMorgan Multi-Cap Market Neutral C Fund Score Explaination
• JPMorgan Multi-Cap Market Neutral C Fund Manager Information
• Historic JPMorgan Multi-Cap Market Neutral C Fund Asset Allocation Report
• Historic JPMorgan Multi-Cap Market Neutral C Fund Top 10 Holding Tracking
• Historic JPMorgan Multi-Cap Market Neutral C Fund Asset Under Management Tracking