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Mutual Fund Insights: JPMorgan US Real Estate Sel Fund (SUIEX)

In-depth Analysis of JPMorgan US Real Estate Sel Fund (SUIEX)

Mutual fund chart: JPMorgan US Real Estate Sel Fund (SUIEX)

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See JPMorgan US Real Estate Sel Fund (SUIEX) performance details as of February 28, 2010

Last Trade: $13.41 on 3/19/2010, Change: -0.15 (-1.11%)

Fund Manager - Kenneth D. R. Statz

Fund Manager Tenure: 12.9 years
Fundmojo Fund Grade: D (Score: 0.46) (What does this score mean?)

Kenneth D. R. Statz is a managing director of Security Capital Research & Management Inc., where Kenneth D. R. Statz is responsible for the development and implementation of portfolio investment strategy. Previously, Kenneth D. R. Statz was a senior vice president with portfolio manager responsibilities for researching corporate and portfolio acquisitions. Prior to joining the firm in 1995, Kenneth D. R. Statz was a vice president in the investment research department of Goldman, Sachs & Co. concentrating on research and underwriting for the REIT industry. Get more insights on Kenneth D. R. Statz

What we like about JPMorgan US Real Estate Sel Fund (SUIEX)

Data for JPMorgan US Real Estate Sel Fund (SUIEX) as of February 28, 2010

JPMorgan US Real Estate Sel Fund (SUIEX) management has been with JPMorgan US Real Estate Sel Fund for 12.9 years
JPMorgan US Real Estate Sel Fund (SUIEX) has good mid-term performance (3-year return -15.83% vs -14.95 % Real Estate category average)
JPMorgan US Real Estate Sel Fund (SUIEX) has good Long-term performance (5-year return 0.94% vs 0.27 % Real Estate category average)
JPMorgan US Real Estate Sel Fund (SUIEX) has an annual stock turnover rate of 50.00% vs Real Estate average of 113.50%. It is good that JPMorgan US Real Estate Sel management does not trade extensively for its return.
JPMorgan US Real Estate Sel Fund (SUIEX) has a lower management fee than its Real Estate average: 0.93% vs 1.50%
JPMorgan US Real Estate Sel Fund (SUIEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about JPMorgan US Real Estate Sel Fund (SUIEX)

Data for JPMorgan US Real Estate Sel Fund (SUIEX) as of February 28, 2010

JPMorgan US Real Estate Sel Fund is a focused fund with 60.28% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
JPMorgan US Real Estate Sel Fund (SUIEX) has a less-than-ideal short-term performance (1-year return 100.21% vs 94.97 % Real Estate category average)
JPMorgan US Real Estate Sel Fund (SUIEX) ratio of up-years vs down years can be improved
JPMorgan US Real Estate Sel Fund (SUIEX) has a Morningstar rating of 3 and below
JPMorgan US Real Estate Sel Fund (SUIEX) is less safe compared to its Real Estate peers
JPMorgan US Real Estate Sel Fund (SUIEX) is more volatile than its peers as it has a 3-year Standard Deviation of 41.4 that is higher than category average of 38.88

See JPMorgan US Real Estate Sel Fund (SUIEX) performance details as of February 28, 2010

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JPMorgan US Real Estate Sel Fund (SUIEX) Net Asset

Track net asset change of JPMorgan US Real Estate Sel fund (SUIEX)

Date	Net Asset
02/2010	$972.58M
01/2010	$709.76M
11/2009	$669.73M

More historic net asset information on JPMorgan US Real Estate Sel Fund (SUIEX)

JPMorgan US Real Estate Sel Fund (SUIEX) Portfolio Allocation

Track portfolio allocation change of JPMorgan US Real Estate Sel fund (SUIEX)

Date	Cash	Stock	Bond	Other
01/2010	3.86%	96.14%	0%	0%
10/2009	3.48%	96.52%	0%	0%
09/2009	3.68%	96.32%	0%	0%

Click here to see more historic asset allocation information on JPMorgan US Real Estate Sel Fund (SUIEX)

Most Recent Top 10 Holdings in JPMorgan US Real Estate Sel Fund (SUIEX)

Discover what JPMorgan US Real Estate Sel Fund (SUIEX) manager is buying

31-Jan-10

Boston Properties, Inc. Common [8.92%]
Simon Property Group, Inc. Comm [7.34%]
Public Storage Common Stock [6.85%]
HCP, Inc. Common Stock [6.8%]
AMB Property Corporation Common [5.93%]
Essex Property Trust, Inc. Comm [5.56%]
Apartment Investment and Manage [4.95%]
Equity Residential Common Share [4.79%]
Senior Housing Properties Trust [4.74%]
Federal Realty Investment Trust [4.4%]

31-Oct-09

BOSTON PPTYS INC [9.08%]
PUBLIC STG [7.98%]
HCP, INC. [7.7%]
SIMON PPTY GRP INC [7.49%]
ESSEX PRTY TR INC [5.7%]
AMB PROPERTY CORP [5.51%]
VENTAS INC [4.79%]
EQUITY RESIDENTAL [4.7%]
HOST HOTELS & RESORT [4.28%]
AVALONBAY CMTYS [4.04%]

30-Sep-09

SIMON PPTY GRP INC [9.5%]
BOSTON PPTYS INC [9.45%]
PUBLIC STG [7.87%]
HCP, INC. [7.22%]
ESSEX PRTY TR INC [5.82%]
AMB PROPERTY CORP [5.55%]
APT INV & MNGMNT CO [4.84%]
HOST HOTELS & RESORT [4.81%]
MACERICH CO [4.7%]
VENTAS INC [4.43%]

Click here for Stock Holding Change Map in JPMorgan US Real Estate Sel Fund (SUIEX)

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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.