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Mutual Fund Insights: JPMorgan SmartRetirement 2035 A Fund (SRJAX)

In-depth Analysis of JPMorgan SmartRetirement 2035 A Fund (SRJAX)

Mutual fund chart: JPMorgan SmartRetirement 2035 A Fund (SRJAX)

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See JPMorgan SmartRetirement 2035 A Fund (SRJAX) performance details as of January 31, 2010

Last Trade: $12.93 on 3/18/2010, Change: -0.04 (-0.31%)

Fund Manager - Patrik Jakobson

Fund Manager Tenure: 2.6 years [Similar Funds: SRJCX SRJIX SRJSX SRJZX ]
Fundmojo Fund Grade: C (Score: 0.58) (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 2035 A Fund (SRJAX)

Data for JPMorgan SmartRetirement 2035 A Fund (SRJAX) as of January 31, 2010

JPMorgan SmartRetirement 2035 A Fund (SRJAX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
JPMorgan SmartRetirement 2035 A Fund (SRJAX) has good short-term performance (1-year return 39.11% vs 35.67% Target Date 2031-2035 category average)

What we are cautious about JPMorgan SmartRetirement 2035 A Fund (SRJAX)

Data for JPMorgan SmartRetirement 2035 A Fund (SRJAX) as of January 31, 2010

JPMorgan SmartRetirement 2035 A Fund (SRJAX) management has been with JPMorgan SmartRetirement 2035 A Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
JPMorgan SmartRetirement 2035 A Fund is a focused fund with 74.55% 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 2035 A Fund (SRJAX) ratio of up-years vs down years can be improved
JPMorgan SmartRetirement 2035 A Fund (SRJAX) has an annual stock turnover rate of 55.00% that is higher than the Target Date 2031-2035 average of 34.04%. This could mean JPMorgan SmartRetirement 2035 A is more nimble, but also signal potential high tax impact and high trading fees
JPMorgan SmartRetirement 2035 A Fund (SRJAX) has a higher management fee of 1.12% than its Target Date 2031-2035 average of 0.56%
JPMorgan SmartRetirement 2035 A Fund (SRJAX) carries a 4.5% load

See JPMorgan SmartRetirement 2035 A Fund (SRJAX) performance details as of January 31, 2010

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JPMorgan SmartRetirement 2035 A Fund (SRJAX) Net Asset

Track net asset change of JPMorgan SmartRetirement 2035 A fund (SRJAX)

Date	Net Asset
01/2010	$15.92M
11/2009	$8.51M
10/2009	$7.41M

More historic net asset information on JPMorgan SmartRetirement 2035 A Fund (SRJAX)

JPMorgan SmartRetirement 2035 A Fund (SRJAX) Portfolio Allocation

Track portfolio allocation change of JPMorgan SmartRetirement 2035 A fund (SRJAX)

Date	Cash	Stock	Bond	Other
10/2009	7.42%	80.35%	11.52%	0.71%
09/2009	6.34%	82.52%	10.47%	0.66%
08/2009	5.34%	82.6%	11.37%	0.68%

Click here to see more historic asset allocation information on JPMorgan SmartRetirement 2035 A Fund (SRJAX)

Most Recent Top 10 Holdings in JPMorgan SmartRetirement 2035 A Fund (SRJAX)

Discover what JPMorgan SmartRetirement 2035 A Fund (SRJAX) manager is buying

31-Oct-09

JPMorgan Disciplined Equity Instl [11.8%]
JPMorgan US Large Cap Core Plus R5 [9.67%]
JPMorgan International Equity R5 [8.69%]
JPMorgan Intl Opp Instl [8.62%]
JPMorgan Emerging Mkts Instl [7.01%]
JPMorgan High Yield Fund R5 [6.98%]
JPMorgan Intrepid America R5 [6.89%]
JPMorgan Value Advantage I [5.32%]
JPMorgan Growth Advantage R5 [5.26%]
JPMorgan Core Bond R5 [4.44%]

30-Sep-09

JPMorgan Disciplined Equity Instl [11.76%]
JPMorgan US Large Cap Core Plus R5 [9.91%]
JPMorgan Intl Opp Instl [9.03%]
JPMorgan International Equity R5 [9.02%]
JPMorgan High Yield Fund R5 [6.97%]
JPMorgan Intrepid America R5 [6.83%]
JPMorgan Emerging Mkts Instl [6.8%]
JPMorgan Value Advantage I [5.58%]
JPMorgan Growth Advantage R5 [5.45%]
JPMorgan US Real Estate R5 [3.61%]

31-Aug-09

JPMorgan Disciplined Equity Instl [11.8%]
JPMorgan US Large Cap Core Plus R5 [9.87%]
JPMorgan International Equity R5 [9%]
JPMorgan Intl Opp Instl [8.87%]
JPMorgan High Yield Fund R5 [7.07%]
JPMorgan Intrepid America R5 [6.93%]
JPMorgan Emerging Mkts Instl [6.15%]
JPMorgan Growth Advantage R5 [5.7%]
JPMorgan Value Advantage I [5.46%]
JPMorgan Core Bond R5 [4.4%]

Click here for Stock Holding Change Map in JPMorgan SmartRetirement 2035 A Fund (SRJAX)

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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.