Mutual Fund Insights: JPMorgan SmartRetirement 2040 A Fund (SMTAX)

In-depth Analysis of JPMorgan SmartRetirement 2040 A Fund (SMTAX)

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See JPMorgan SmartRetirement 2040 A Fund (SMTAX) performance details as of January 31, 2010

  

Last Trade: $13.49 on 3/16/2010, Change: +0.12 (0.9%)

  

Fund Manager - Patrik Jakobson

Fund Manager Tenure: 3.8 years   [Similar Funds: SMTCX  SMTIX  SMTSX  SMTZX ]
Fundmojo Fund Grade: A (Score: 0.71)     (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 2040 A Fund (SMTAX)

Data for JPMorgan SmartRetirement 2040 A Fund (SMTAX) as of January 31, 2010

• JPMorgan SmartRetirement 2040 A Fund (SMTAX) management has been with JPMorgan SmartRetirement 2040 A Fund for 3.8 years
• JPMorgan SmartRetirement 2040 A Fund (SMTAX) has good short-term performance (1-year return 38.93% vs 36.44% Target Date 2036-2040 category average)
• JPMorgan SmartRetirement 2040 A Fund (SMTAX) has good mid-term performance (3-year return -4.55% vs -6.79% Target Date 2036-2040 category average)
• JPMorgan SmartRetirement 2040 A Fund (SMTAX) has a Morningstar rating of 4 and above
• JPMorgan SmartRetirement 2040 A Fund (SMTAX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.96, lower than category average of 20.67

  

 What we are cautious about JPMorgan SmartRetirement 2040 A Fund (SMTAX)

Data for JPMorgan SmartRetirement 2040 A Fund (SMTAX) as of January 31, 2010

• JPMorgan SmartRetirement 2040 A Fund is a focused fund with 74.32% 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 2040 A Fund (SMTAX) ratio of up-years vs down years can be improved
• JPMorgan SmartRetirement 2040 A Fund (SMTAX) has an annual stock turnover rate of 52.00% that is higher than the Target Date 2036-2040 average of 42.51%. This could mean JPMorgan SmartRetirement 2040 A is more nimble, but also signal potential high tax impact and high trading fees
• JPMorgan SmartRetirement 2040 A Fund (SMTAX) has a higher management fee of 1.12% than its Target Date 2036-2040 average of 0.64%
• JPMorgan SmartRetirement 2040 A Fund (SMTAX) carries a 4.5% load

See JPMorgan SmartRetirement 2040 A Fund (SMTAX) performance details as of January 31, 2010

  

  

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JPMorgan SmartRetirement 2040 A Fund (SMTAX) Net Asset

Track net asset change of JPMorgan SmartRetirement 2040 A fund (SMTAX)

Date	Net Asset
01/2010	$30.96M
11/2009	$20.28M
10/2009	$18.16M

More historic net asset information on JPMorgan SmartRetirement 2040 A Fund (SMTAX)

  

JPMorgan SmartRetirement 2040 A Fund (SMTAX) Portfolio Allocation

Track portfolio allocation change of JPMorgan SmartRetirement 2040 A fund (SMTAX)

Date	Cash	Stock	Bond	Other
10/2009	7%	80.76%	11.53%	0.72%
09/2009	6.63%	82.25%	10.45%	0.67%
08/2009	6.93%	81.56%	10.83%	0.68%

Click here to see more historic asset allocation information on JPMorgan SmartRetirement 2040 A Fund (SMTAX)

  

Most Recent Top 10 Holdings in JPMorgan SmartRetirement 2040 A Fund (SMTAX)

Discover what JPMorgan SmartRetirement 2040 A Fund (SMTAX) manager is buying

31-Oct-09 JPMorgan Disciplined Equity Instl [11.5%] JPMorgan US Large Cap Core Plus R5 [9.72%] JPMorgan Intl Opp Instl [8.98%] JPMorgan International Equity R5 [8.96%] JPMorgan Emerging Mkts Instl [7.02%] JPMorgan High Yield Fund R5 [7.01%] JPMorgan Intrepid America R5 [6.69%] JPMorgan Growth Advantage R5 [5.33%] JPMorgan Value Advantage I [5.13%] JPMorgan Core Bond R5 [4.54%]

30-Sep-09 JPMorgan Disciplined Equity Instl [11.62%] JPMorgan US Large Cap Core Plus R5 [9.79%] JPMorgan International Equity R5 [9.06%] JPMorgan Intl Opp Instl [9.05%] JPMorgan High Yield Fund R5 [6.88%] JPMorgan Intrepid America R5 [6.84%] JPMorgan Emerging Mkts Instl [6.79%] JPMorgan Growth Advantage R5 [5.43%] JPMorgan Value Advantage I [5.29%] JPMorgan Core Bond R5 [3.6%]

31-Aug-09 JPMorgan Disciplined Equity Instl [9.69%] JPMorgan US Large Cap Core Plus R5 [9.44%] JPMorgan Intrepid America R5 [9.28%] JPMorgan Intl Opp Instl [8.91%] JPMorgan International Equity R5 [8.76%] JPMorgan High Yield Bond R5 [7.09%] JPMorgan Emerging Mkts Instl [6.03%] JPMorgan Value Advantage I [5.26%] JPMorgan Growth Advantage R5 [5.21%] JPMorgan Core Bond R5 [4.32%]

Click here for Stock Holding Change Map in JPMorgan SmartRetirement 2040 A Fund (SMTAX)

  

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See more information on JPMorgan SmartRetirement 2040 A Fund (SMTAX)

• JPMorgan SmartRetirement 2040 A Fund Insights
• JPMorgan SmartRetirement 2040 A Fund Performance Data
• JPMorgan SmartRetirement 2040 A Fund News
• JPMorgan SmartRetirement 2040 A Fund Score Explaination
• JPMorgan SmartRetirement 2040 A Fund Manager Information
• Historic JPMorgan SmartRetirement 2040 A Fund Asset Allocation Report
• Historic JPMorgan SmartRetirement 2040 A Fund Top 10 Holding Tracking
• Historic JPMorgan SmartRetirement 2040 A Fund Asset Under Management Tracking