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Fund Intelligence | Best Managers | PGMIX Insights | PGMIX Score | PGMIX Performance | PGMIX Manager | PGMIX News | PGMIX Allocation | PGMIX Holdings Change

Mutual Fund Insights: JPMorgan Market Expansion Index Select Fund (PGMIX)

In-depth Analysis of JPMorgan Market Expansion Index Select Fund (PGMIX)

Mutual fund chart: JPMorgan Market Expansion Index Select Fund (PGMIX)

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See JPMorgan Market Expansion Index Select Fund (PGMIX) performance details as of February 28, 2010

  

    Last Trade: $9.44 on 3/19/2010, Change: -0.09 (-0.94%)
Experiment our closing price forecasting tool for JPMorgan Market Expansion Index Select Fund (PGMIX) (alpha release)

  

Fund Manager - Michael S. Loeffler

Fund Manager Tenure: 6.1 years
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Michael S. Loeffler is the portfolio manager of the JP Morgan Investment Management Inc. Michael S. Loeffler has been employed by JPMIA since 1999 when Michael S. Loeffler joined as an investment operations analyst. Michael S. Loeffler holds the Chartered Financial Analyst designation.  Get more insights on Michael S. Loeffler

  

What we like about JPMorgan Market Expansion Index Select Fund (PGMIX) What we like about JPMorgan Market Expansion Index Select Fund (PGMIX)

Data for JPMorgan Market Expansion Index Select Fund (PGMIX) as of February 28, 2010

  • JPMorgan Market Expansion Index Select Fund (PGMIX) management has been with JPMorgan Market Expansion Index Select Fund for 6.1 years
  • JPMorgan Market Expansion Index Select Fund (PGMIX) has good short-term performance (1-year return 69.22% vs 65.14 % Mid-Cap Blend category average)
  • JPMorgan Market Expansion Index Select Fund (PGMIX) has good Long-term performance (5-year return 2.69% vs 1.65 % Mid-Cap Blend category average)
  • JPMorgan Market Expansion Index Select Fund (PGMIX) ratio of up-years vs down years is greater than 2
  • JPMorgan Market Expansion Index Select Fund (PGMIX) has an annual stock turnover rate of 70.00% vs Mid-Cap Blend average of 98.84%. It is good that JPMorgan Market Expansion Index Select management does not trade extensively for its return.
  • JPMorgan Market Expansion Index Select Fund (PGMIX) has a lower management fee than its Mid-Cap Blend average: 0.51% vs 1.38%
  • JPMorgan Market Expansion Index Select Fund (PGMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about JPMorgan Market Expansion Index Select Fund (PGMIX) What we are cautious about JPMorgan Market Expansion Index Select Fund (PGMIX)

Data for JPMorgan Market Expansion Index Select Fund (PGMIX) as of February 28, 2010

  • JPMorgan Market Expansion Index Select Fund (PGMIX) has a less-than-ideal mid-term performance (3-year return -4.15% vs -5.22 % Mid-Cap Blend category average)
  • JPMorgan Market Expansion Index Select Fund (PGMIX) has a Morningstar rating of 3 and below
  • JPMorgan Market Expansion Index Select Fund (PGMIX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.69 that is higher than category average of 24.26
See JPMorgan Market Expansion Index Select Fund (PGMIX) performance details as of February 28, 2010

  

  

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JPMorgan Market Expansion Index Select Fund (PGMIX) Net Asset

Track net asset change of JPMorgan Market Expansion Index Select fund (PGMIX)

DateNet Asset
02/2010$867.69M
01/2010$743.27M
11/2009$706.57M
More historic net asset information on JPMorgan Market Expansion Index Select Fund (PGMIX)

  

JPMorgan Market Expansion Index Select Fund (PGMIX) Portfolio Allocation

Track portfolio allocation change of JPMorgan Market Expansion Index Select fund (PGMIX)

DateCashStockBondOther
01/20103.53%96.47%0%0%
10/20095.8%94.17%0%0.04%
09/20094.76%95.24%0%0%
Click here to see more historic asset allocation information on JPMorgan Market Expansion Index Select Fund (PGMIX)

  

Most Recent Top 10 Holdings in JPMorgan Market Expansion Index Select Fund (PGMIX)

Discover what JPMorgan Market Expansion Index Select Fund (PGMIX) manager is buying

31-Jan-10
Newfield Exploration Company Co [2.41%]
Newfield Exploration Company [0.77%]
Cree, Inc. [0.74%]
New York Community Bancorp, Inc [0.73%]
Everest Re Group, Ltd. Common S [0.66%]
Lubrizol Corporation (The) Comm [0.63%]
Pride International, Inc. Commo [0.62%]
Dollar Tree, Inc. [0.59%]
Joy Global Inc. [0.56%]
Bucyrus International, Inc. [0.55%]

31-Oct-09
JPMorgan Liquid Assets Money Market Ins [1.87%]
Joy Global Inc. [0.73%]
EVEREST RE GRP LTD [0.71%]
OSHKOSH CP [0.66%]
Ross Stores, Inc. [0.64%]
LUBRIZOL CP [0.6%]
Bucyrus International, Inc. [0.58%]
RESMED INC [0.57%]
NEW YORK CMMTY BNC## [0.56%]
N V R L P [0.54%]

30-Sep-09
JPMorgan Liquid Assets Money Market Ins [1.1%]
EVEREST RE GRP LTD [0.69%]
Joy Global Inc. [0.68%]
OSHKOSH CP [0.62%]
LUBRIZOL CP [0.62%]
MANPOWER INC [0.57%]
NEW YORK CMMTY BNC## [0.57%]
Vertex Pharmaceuticals Incorpor [0.54%]
priceline.com Incorporated [0.53%]
N V R L P [0.5%]
Click here for Stock Holding Change Map in JPMorgan Market Expansion Index Select Fund (PGMIX)

  

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